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Getting Started Guide - Step by Step
Getting Started Guide - Step by Step
By Catherine and 1 other
2 authors
21 articles
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
Watch a Demo
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)
Customize your email templates
Appointment Confirmations
Late Payment Reminders
Appointment Follow-ups
Appointment Reminders
Messaging Preferences
Step 4. Jobs
Adding jobs to your calendar (Mobile)
Adding jobs to your calendar (Desktop)
Completing Jobs (Desktop)
Completing Jobs (Mobile)
Mobile App Technician checklist
