Step 3: Settings
As you’re exploring your free trial, we’d love to see you configure your account settings ASAP! While this may appear insignificant on the surface, this simple task allows you to unlock the true power of GorillaDesk (the same way a tiny snowball becomes a massive avalanche).
Your team is your most valuable asset. Learn how to create an account for each of your team members. Then, learn how to assign each a role, and manage their ability to see and edit information in your GorillaDesk account.
After adding a user, you can assign them to a schedule. Assigning a user to a schedule will make a calendar available for that user. Keep in mind that you can only assign jobs to users who are assigned a schedule.
Line items are simply the items that will appear on your customer’s invoice. You can assign a description, average cost, and up to two tax rates per item. This data will populate by default into your invoice template.
Your account already comes pre-populated with materials. However, you can also add, remove, and edit selections; allowing you to fully customize the options that will be available to you when adding materials to a job.
Service templates make creating jobs as easy as 1-2-3. The more information that is filled in ahead of time, the more information that will come pre-loaded when you use a service template to create a job for a customer.
Bring your paperwork to life! GorillaDesk allows you to customize the appearance of your templates (invoices, estimates, and work orders) and choose which information you would like to show.
Tired of chasing customers down for money? GorillaDesk helps you collect deposits and final payments faster. Customers can pay you in the field or online with our Stripe and Square integrations.
Do you have questions before signing up? Book a 1-on-1 Sales Call with Blake, our Head of Customer Success. This gives you the opportunity to ask us any anything and get personalized feedback.
Ready to get started?
Watch your demo, then claim your offer!