Settings
Information pertaining to the areas found by clicking the cog icon in the top-right corner of your SA account.
User Roles and Rights
Integrations
- Set Up Credit Card Processing
- About ACH
- Set Up QDS with SA
- Set Up SendJim Integration
- 📽️ Setup Email Integration - Video
- Setup Email Integration
Company
CRM
Scheduling
- 📄 User Guide: Custom Packages
- 📽️ Add a Custom Package - Video
- Master Packages vs. Master Schedules
- Master Packages - Add a Master Package
- 📽️ Add a Master Package - Video
- 📽️ Renew Master Packages - Video
Chemical Tracking
- 📽️ Chemical Tracking Webinar - Video
- 📽️ Chemical Tracking Webinar (FF and RW enabled) - Video
- ❓ Chemical Tracking FAQ's
- 📄 User Guide: Chemical Tracking
- Why Use Chemical Tracking?
- Chemical Tracking Overview
Accounting
- Chart of Accounts - Add Account
- Cost of Goods Sold Accounts
- 📽️ Discount - Add a Discount - Video
- Invoice Customization - Overview
- 📽️ Invoice Customization - Change Invoice Format - Video
- Invoice Customization - Exclude Account Balance on Invoices