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Petfence·ology Documentation
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Company Setup
(22)
Form Builder: Setting up service areas
Step 1 of setting up a service module
Form Builder: Leadsources
Opting people in and out of communications
Setting up your email templates
Pricing Setup
(6)
Step 1 of setting up a service module
Automate Your Up-sells For Every New Proposal
Setting up your Modules in the Services Area
Custom Items
How do price changes get handled in PetFenceology?
Proposal Customization
(12)
Sending an email to a customer from the customer profile
Making a phone call from the customer profile
Adding a service to an existing bid
Using the Blacklist Feature
Using Videos in your Bids and Proposals
Creating a Bid
(13)
Testing the Smart Form
How do price changes get handled in PetFenceology?
Using the search feature
Seeing where a bid originated
Adding a service to an existing bid
Communication
(7)
Sending an email to a customer from the customer profile
Making a phone call from the customer profile
Using Videos in your Bids and Proposals
Using Videos in your Bids and Proposals
Setting up your email templates
Ninja Tricks
(12)
Using the Blacklist Feature
Warning: Changing the meaning of a Leadsource, Service Area, or Service Factor
Step 1 of setting up a service module
Welcome Video & Quick Setup Tips
Using Videos in your Bids and Proposals
Video Library
Manually sending a client proposal link
Custom Items
Call Screen power
Manually sending a client proposal link
Using the Blacklist Feature
