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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
Watch a Demo
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: Add a Job to Your Calendar and Build a Customer from Scratch
Step 3. Email & SMS (Optional)
Customize your email templates
Appointment Confirmations
Appointment Reminders
Appointment Follow ups
Late Payment Reminders
Messaging Preferences
Step 4. Jobs
Adding jobs to your calendar (Desktop)
Adding jobs to your calendar (Mobile)
Completing Jobs (Desktop)
Completing jobs (Mobile)
Technician checklist (Optional)
