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Adding Credit Card Processing Charges to an Invoice Open the Invoice > scroll down and expand the Work Order panel that's showing the $ amount ...

Adding Production Crew Routes on the Schedule  1. Click on FRANCHISE in the left panel 2. Click on ROUTES  3 Click on ADD NEW ROUTE in t...

Invoicing Jobs & taking Payment Click on Tile 5 – SCHEDULED JOBS > click on any day listed for the client Click on the JOB button in the top ri...

Rescheduling Production Dates Navigate to the SCHEDULE and using the FILTER BY ROUTE option (in the right panel), set a filter for the Crew producing ...

Scheduling Jobs for Production Click on Tile 4 – ACCEPTED PROPOSALS > click on the client’s proposal > in the right panel under ACTIONS click on ...

Taking Deposit on a Job    1) Click on Tile 4 – ACCEPTED PROPOSALS, and then click on the client’s proposal  2) Click on the JOB button in the upper r...

Vonigo & Google Calendar 2-way integration These steps only need to be done once and should be completed when signed into Vonigo on a desktop/lap...

Vonigo – QuickBooks Online Integration  In Vonigo, click on FRANCHISE > QUICKBOOKS INTEGRATION SETUP  Click the green** button CONNECT TO QUICKBOOKS a...