Customer Success Team
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Articles
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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 Substituting a Line Finalizin...
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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...
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StaffingPlus Portal
Overview Logging into the Portal Navigating the PortalUsing the Schedule Page Schedule Settings & Google Integration OverviewWith the StaffingPlus add-on, any contact assigned a labor/staffing r...
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Multiple Merchants for PayEngine
Introduction Creating Additional Merchant Accounts Mapping Merchants to Corporate IDs Next Steps Introduction This article covers how to connect more than one PayEngine Merchant account to Flex...
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Adjusting Settings for Docusign
Introduction Understanding Email Settings Next Steps Introduction This article covers settings that can be adjusted any time after connecting Flex to Docusign. Settings for Authorizations and Ac...
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Receiving a Transfer Order
Overview Receiving from a Transfer Manifest Undoing a Scan Finalizing a Received Transfer Manifest Overview After a Transfer Order has been prepped, it can be shipped to the destination warehou...
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Troubleshooting QuickBooks Desktop
Introduction Diagnosing the Problem Web Connector Errors QuickBooks Errors Flex Errors Introduction With QuickBooks Web Connector, QuickBooks Desktop, and Flex all working to communicate your in...
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Disconnecting Flex from Google Calendar
Introduction Disconnecting Your Google Account Next Steps Introduction This article will walk through how to unlink a Google Calendar account from Flex. Doing so severs the connection between Fl...