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Web Settings and Customization

Web Settings and Customization

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11 articles in this collection
Written by Profit Rhino, Michael Axtell, and Dillon Tiddick

Enabling the PaySimple Payments App to App Integration

This article will provide step by step instructions for enabling the PaySimple payments app to app.
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Written by Dillon Tiddick
Updated over a week ago

Customizing Invoice Promo Logo

Invoice, Quote, Image, Promo Logo, Work Order Image, Quote Picture
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Written by Profit Rhino
Updated over a week ago

Managing Notifications

Invoice Emails, Sending From Server, Customizing Email Text
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Written by Dillon Tiddick
Updated over a week ago

Adding Sales Tax On Your Work Orders

This article is going to explain where and how to add or change the sales tax rate that you need to charge your customers
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Written by Dillon Tiddick
Updated over a week ago

Purchasing Additional Users & Editing Payment Information

This article will describe the process for purchasing new technician accounts, editing payment information, and printing invoices.
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Written by Profit Rhino
Updated over a week ago

Adding and Managing Users

This article will detail how to manage your users in Profit Rhino. (Adding new users and explaining all user permissions)
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Written by Profit Rhino
Updated over a week ago

Managing Your Business Information - Rate Management

This article will describe how to change your bill out rates and set markups and discounts for standard vs. service agreement members.
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Written by Dillon Tiddick
Updated over a week ago

Changing Tax Rate In Business Information

This article details the process of changing the tax rate in your business information section, and why you might want to do that
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Written by Profit Rhino
Updated over a week ago

How to Add a Mobile or Company Logo

Guide to uploading logo images to Profit Rhino account and mobile app
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Written by Michael Axtell
Updated over a week ago

Establishing Financing Options

This article describes the process for setting up financing options.
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Written by Dillon Tiddick
Updated over a week ago

Customizing Your Mobile Settings

Default Settings, Price Columns, Option Board Sorting, PDF Settings, Lock Settings
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Written by Dillon Tiddick
Updated over a week ago