Knowledge base
Knowledge base
How do I start?
How do I start?
How to Get Started with CRM HelloClient?
Quick Start
Client base upload
Tickets
Tickets
Ticket base upload
Ticket management
Change for cash payments
Ticket fields
Statuses setup
Personal filters
Messages from tickets
How to delete a ticket
Deposit (prepayment)
Ticket's deadline
Ticket's history
The ticket has several executors
Payment and closing the ticket
Closing the ticket without payment
Products on the ticket
Comments for the client
Ticket search
Client base upload
Service's self-cost
Ticket's refunding
Barcode scanner
Service expense
Tickets table in CRM
Clients
Clients
Client base upload
Customer reviews
Customer Notifications
Inventory
Inventory
Products upload
Categories
Adding new products
Barcode scanner
Payments
Payments
How to count finsnces
How to delete a transaction
POS (Point of sales)
POS (Poin of sales)
How to sell products and services
Return of the goods
Filter in the shop
Barcode scanner
Adding a Customer to a Sale
Tasks
Tasks
Marketing
Marketing
Customer Reviews
Customer Notifications
Ticket status for website
Analytics
Analytics
Trends in CRM
Staff commission setup
How to delete faulty comission
Employees
Employees
How to add users (employees)
Employees' permissions
Employee Permissions by Status
Hide the cost price from employees
Staff commission setup
Login
Staff notifications
Deleting an employee
How do I install the app?
Settings
Settings
Employees' permissions
Hide the cost price from employees
How to add a new location (workshop/branch)
How do I edit receipts?
Handbooks
Staff notifications
Statuses setup
Services
Company setup
How to add users (employees)
Deleting an employee
Tickets number's meter
SMS setup
Dark mode
How do I install the app?
How do I change the language setting?
How do I copy documents into a new workshop?
How to add a logo to a receipt
Login
What do I do if the program slows down?
Tender
Tender
License
License
How do I pay for the app?
What happens if you miss the payment?
Integrations
Integrations
Ticket status for website
Auto-fill based on IMEI
Bulkgate
Barcode scanner
Helloclient knowledge base
Tickets
Manage tickets in one place
Ticket base upload
Transferring the ticket database from an Excel or CSV file
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Ticket management
Learn how to work with tickets
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Ticket fields
How to set up your ticket form for your business type
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Statuses setup
Statuses are very important components to the system
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Personal filters
How to set up personal filters
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Messages from tickets
Automatic notifications for clients
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How to delete a ticket
How to delete a ticket and who can do that?
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Deposit (prepayment)
How to work with deposit (prepayment)
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Ticket's deadline
What is "ticket's deadline" and what is the use of "update" column?
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Ticket's history
Tracking ticket events, adding comments and photos
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The ticket has several executors
What if more than 1 executor are working with 1 ticket?
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Closing the ticket without payment
The customer has not paid for the ticket. How do I close it?
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Products on the ticket
Adding the spare parts to the ticket from inventory
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Payment and closing the ticket
How to accept payment and close the ticket
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Comments for the client
Comments in the client's receipt or work completion statement
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Ticket search
How to find a ticket
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Data transfer
Data transfer from another software to HelloClient
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Service's self-cost
It so happens that the service has been performed by a subcontractor and you need a self-cost for those works
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Ticket's refunding
How to issue a ticket refund
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Change for cash payments
Automatic calculation of change in HelloClient
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Barcode scanner
How to connect a barcode scanner
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Service expense
How to use the "Service expense" function in CRM HelloClient
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Tickets table in CRM
Efficiently manage all tickets. The tickets table contains information about customers, ticket details, completion status, and deadlines
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