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Note: See the 2 separate manuals for Team Lead Users and for Basic Users for essential functions which will not be repeated here.
Table of Contents (TOC)
User Manual for Admin Users, SMMware
Introduction
Requirements
Configuration, and The Settings Editor
Associates
Introducing Clients, Sales Leads, and Jobs
Clients
Sales Leads
Jobs
Tasks/Notes/Calls and Homepage Sections
The Admin menu
Payroll Expense Mileage Report
Invoice Manager
Invoice Summary Report
Company (Credit) Card Report
Referrals Report
Charging Clients for Mileage
Vehicles
QuickBooks Online Integration
QuickBooks Desktop Integration
MailChimp Integration
Zapier Integration
The Public Contact Form, For Your Company Website
Exporting to Excel
Appendix A: A Listing of All SMMware YouTube Videos
Appendix B: Job Codes, Explained
Appendix C: Basic Relationships in SMMware
Appendix D: Address History Explained
Appendix E: Permissions in SMMware
Appendix F: Examples of Custom Field Usage, Clients & Jobs/ Inquiries
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