A configurable system needs documentation that keeps up with it. This release adds guides for the areas people set up first.
The Setup Areas, Covered
Adding service items, accessories and add-ons, creating price lists, setting up service options, designing process flows and configuring templates all have guides.
Written as Steps
Each guide walks through one task with the exact screens involved, so it can be handed to a new team member instead of explained.
Restricted Pages
Also this week: sensitive pages can be restricted per seat, so access to the areas that matter is deliberate.