Silviya Grigorova

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Articles

Recent activity by Silviya Grigorova Recent activity Votes
  • Managing Forms

    IntroductionThe Forms Designer serves as a central hub for accessing all company forms. It also allows editing of forms, provided the account has the required permissions. Getting to the list of Ma...

  • Prerequisites to Create and Edit Forms

    IntroductionMost of the setup work for forms is handled by the system administrator (or the person responsible for IT tasks within the company). This allows operators to focus on completing the for...

  • Setting Up Taxes or Other Percentage Fees

    In Visual Dispatch, percentage-based charges such as taxes, surcharges, or other fees can be included in quotes and invoices. These can be applied either manually or automatically, depending on you...

  • How to Update Captions

    Understanding Captions in Visual DispatchWithin Visual Dispatch - both the web and desktop versions - many fields can be renamed to align with a company’s internal terminology and workflow. This fl...

  • Re-Rent Setup and Workflow

    OverviewRe-rents occur when a job booked for a client cannot be completed using in-house equipment, and the work is subcontracted to another company (Vendor). The original company still bills the c...