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  1. PSS Help Center
  2. Business Setup & Tools

Business Setup & Tools

Settings

  • Understanding Settings
  • Preferences
  • Export & Import Data
  • QuickBooks Online
  • WhatsApp Business
  • Tags
See all 12 articles

Dashboard

  • Understanding the Dashboard
  • Opening the Dashboard
  • Where the Numbers Come From
  • The Dosage Costs & Invoicing Table
  • Filtering the Table
  • Widget Settings
See all 10 articles

Catalog

  • Understanding the Catalog
  • Opening the Catalog
  • The Catalog Page
  • Item Types
  • Adding a Catalog Item
  • Editing a Catalog Item
See all 11 articles

Leads

  • Understanding Leads
  • Opening Leads
  • The Leads Page
  • Adding or Editing a Lead
  • Lead Statuses
  • Converting a Lead into a Client
See all 7 articles

Vendors

  • Understanding Vendors
  • Opening Vendors
  • The Vendors Page
  • Adding or Editing a Vendor
  • Deleting a Vendor

Import & Export

  • Understanding Import & Export
  • The Page at a Glance
  • How Imports Work
  • Importing Clients
  • Importing Properties
  • Importing Routes
See all 20 articles
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