Here are links directly to specific articles.
User Profile and Company Information - Update passwords, usernames, email addresses, and company info like currency, logo, address, etc.
Calendar and Emails - Sync a calendar to the ShootQ calendar.
Team and User Roles - Add users to your account, define their roles, and set their permission and access levels.
Job Types, Job Roles, and Event Types - Define what types of you jobs and events you do, and also create roles for your contacts on a job.
Contract Templates - Create re-usable contracts.
Proposal Templates - Set up pre-defined proposal settings like collection type, payment schedule, discounts, taxes, and expiration date
Email Templates - Create re-usable templates for emails.
Questionnaire Templates - Create customizable, re-usable questionnaires you can email to your clients.
Pricing: Products & Services - Manage, create, and modify the products you sell.
Pricing: Packages - Create preset packages from your products and services.
Merchant Accounts - Allow your clients to pay their invoices via credit card by integrating a merchant account into ShootQ.
Discount Templates - Create re-usable discounts for invoices.
Tax Templates - Set up your tax rates and tax configurations.
Payment Schedule Templates - Set up pre-defined payment schedules for your invoices.
Invoice Settings - Add a Tax ID, hide itemized product pricing, and consolidate multiple tax rates on an invoice.