Getting Started
Using the Dashboard
- Leads
- Emails Tab
- Texts Tab
- Release Jobs to Technicians for the Day
- Managing Callbacks
- Morning Reminders Desktop Application
Using the Client Tab
- Managing Tax-Exempt clients in Zr Ware®
- Client Record Bulk Import
- Modifying a booking from the Client Screen
- Modifying a Closed Invoice (Admins)
- Transfer Payment (Finance Admins)
- Client Screen
Using the Schedule Tab
Using the Bookings Tab
Using the Marketing Tab
Creating and Managing Bookings
- Accounting Adjustments
- Adding Compliments or Complaints
- Non-Sales Calls
- Scheduling a Re-Service
- Understanding the 'Actions' Dropdown Menu
- Creating a Booking
Transactional Texts
Technician App
- Mobile App: An Overview
- Tech KPI Settings
- Tech Performance Dashboard
- Mobile Technician App
- Modifying and Closing an Invoice: Tech App
- Payment Flow In the Tech App or User Invoice Link
Online Scheduling
- Online Scheduler Embed Code
- Setting up the Online Booker
- Pre-2021 Online Scheduler Embed Code
- Online Reservations 2021 Simple Form No Online Mode
- 2021 Online Scheduler Embed Code
- The 2021 Online Scheduler
FAQ's
- Managing Cancellations
- Afterpay: How Customers Can Pay an Invoice in Installments
- Ideas to Troubleshoot Automated Marketing Emails
- Managing ETAs Zr Ware®
- Managing Confirmations in Zr Ware™: Calls, Texts, and Emails
- Managing Lost Sales
Mini Articles
- Online Booker Flow Documentation (V4 Mode)
- Transfer Booking
- Google Ads API (Conversion Tracking)
- Forced Services
- Meta Conversions API (Conversion Tracking)
- Partial Reservation SMS Follow-Up