Platform Overview
- How to get the most out of Goose CoPilot
- Standard Sync Timings (Cinch)
- Standard Sync Timings (Tronia)
- Standard Sync Timings (Oakland)
- Standard Sync Timings (Merchant)
- Standard Sync Timings (AgVantage)
Grower / Customer Portal
- Customer Actions on the Energy Tile
- Help Your Customers Enable Autopay for Their Account
- Assist Your Customers with Scheduled Payments
- Assist Your Customers with Budget Billing
- Paperless Statement Delivery
- Overview of Customer Notification Settings
Dashboard & Clients
- Managing Clients via Bulk Actions
- Editing Client Contact Information
- Overview of Tags
- How to Send Bulk Client Messages
- How to Create Custom Profiles
- How to Utilize Custom Profiles
Admin
- Update Internal User Contact Information
- Processing Fees Overview (Finix)
- Payouts Overview (Finix)
- What to Do When an Employee Leaves
- Create a New Employee Platform Account
- Payments Report Overview (Finix)
Quotes, Orders, Products
- Order Status Definitions
- Collect Client Payments from Team Hub
- Team Hub as Point of Sale System
- Quote Status Definitions
- How to Create a New Order for Customers
- Edit Quotes