Customer Success Team
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Prepping a Transfer Order
Overview Scanning Out From a Transfer Order Undoing a Scan Substituting a Line Finalizing a Transfer Order Prep OverviewWith a Transfer Order created, you can now scan equipment out of your availa...
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Modifying the Integration with Google Calendar
Introduction Connecting Additional Google Accounts Switching between Google Accounts Viewing Errors Next Steps Introduction We're covering integration details for your Flex to Google Calendar in...
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Configure Which Element Types Show on a Calendar
Overview Enabling and Disabling Element Types on a Calendar Special Considerations Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you will ...
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Syncing Accounts from QuickBooks Online to Flex
Overview Syncing Accounts from QuickBooks Online to Flex Overview You can sync accounts from QuickBooks Online into Flex so your account names are consistent between products. Any account synced...
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Creating a Quote (Video)
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Adding and Editing a Contact
Overview Adding a New Contact Editing Contact Details Setting Default Terms for a Contact Adding Insurance Information to a Contact Uploading Files and Images to a Contact Viewing the Element Hist...
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Prepping a Pull Sheet
Overview Scanning Out From a Pull Sheet Undoing a Scan Bulk Undo Scan Records Using the "Choose From Another List" Option Using the "Choose From Free Scan Out" Option Scan to Group Substituting a ...
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Sending an Invoice to a Client
Overview Generating a PDF Report Using the "Send to Client" Option Modifying the "Send Invoice to Client" Email Template Overview There are several ways to send an Invoice to a client. Flex has...
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Sending a Quote to a Client
Overview Generating a PDF Report Using the "Send to Client/Vendor" Option Modifying the "Send to Client" Email Template Overview There are several ways to send a Quote to a client. Flex has an e...
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Adjusting CRM Settings
CRM will move to an Open Beta state early April '26. Introduction Default Resource Type Default Element Definition Next Steps IntroductionThis article covers settings that can be adjusted any time...