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September 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over 4 months ago

Highlights:

1:14 Feature Review: New Invoice Creation Flow

3:10 Pro Tip: Customizing Your Cases Page

6:49 Residential Removal Fees

8:42 How To Edit An Invoice

11:36 How To Edit Team Settings

13:39 Manual Price Generation Guide

17:39 How To Get A Signed Contract Without Re-entering SFGAS

19:00 How to Obtain an SFGAS Form for a Specific Case

22:55 Demo On How To Re-generate Forms For Signing

29:44 How To Have New Documents Added to Your Dashboard

32:01 Overview of the Authorizing Agent Feature

37:58 How To Add A Line Item on Invoices For Discount

40:41 Printing VS. Sending Forms

45:41 Working with Release Forms prior to Arrangements

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