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Company Setup
(22)
Create new statuses
Using Videos in your Bids and Proposals
Using the search feature
Tracking Goals in Google Analytics
Explicit Opt-in
Pricing Setup
(6)
Custom Items
How do price changes get handled in PetFenceology?
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Step 1 of setting up a service module
Automate Your Up-sells For Every New Proposal
Proposal Customization
(12)
Using the Blacklist Feature
Using Videos in your Bids and Proposals
Automate Your Up-sells For Every New Proposal
How To Manually Adjust A Bid In PetFenceology
Original Bid vs Last Recalculation
Creating a Bid
(13)
Seeing where a bid originated
Adding a service to an existing bid
Editing Customer Information
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Automate Your Up-sells For Every New Proposal
Communication
(7)
Using Videos in your Bids and Proposals
Setting up your email templates
Manually sending a client proposal link
Explicit Opt-in
Sending an email to a customer from the customer profile
Ninja Tricks
(12)
Welcome Video & Quick Setup Tips
Using Videos in your Bids and Proposals
Automate Your Follow Up Process
Automate Your Up-sells For Every New Proposal
Using PetFenceology on your phone like an app
Video Library
Manually sending a client proposal link
Custom Items
Call Screen power
Manually sending a client proposal link
Using the Blacklist Feature
