Getting Started Guide - Step by Step | GorillaDesk Help Center

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Getting Started Guide - Step by Step

Getting Started Guide - Step by Step

Welcome to GorillaDesk!

How to access Version 3 (V3) and its new features

Watch a Demo or Get Started Right Away

Get Started on Your Own

Step 1. Customer Import

Importing Your Data

Step 2. Settings

Step 1: Edit Your Company's Settings

Step 2: Add Your Line Items and Set Taxes

Step 3: Configure Your Material Usage

Step 4: Create Your Service Templates

Step 5: Build a Customer from Scratch and Add a Job to Your Calendar

Add Users and Control Permissions

Step 3. Email & SMS (Optional)

Appointment Confirmations

Appointment Follow ups

Customize your email templates

Appointment Confirmations

Late Payment Reminders

Appointment Follow-ups

Appointment Reminders

Messaging Preferences

Adding jobs to your calendar (Desktop)

Adding jobs to your calendar (Mobile)

Completing Jobs (Desktop)

Completing jobs (Mobile)

Technician checklist (Optional)

Adding jobs to your calendar (Mobile)

Adding jobs to your calendar (Desktop)

Completing Jobs (Desktop)

Completing Jobs (Mobile)

Mobile App Technician checklist