Visit us at the Clean Show in Atlanta from July 30th - Aug 2nd 2022, Booth 1518

Set a tip when you add/edit a repeat pickup in the CRM

August 20, 2021

You will now have the ability to set either a % or $ tip when you add/edit a repeat pickup in the customer CRM if you're on one our of professional subscription plans.

To do this, follow the steps below:

  • Select a customer from the 'New Order' page.
  • Click on the blue profile symbol, which is located next to their name.
  • You will now be taken to the customer's CRM, where under 'Pickups' you can add/edit a pickup and add a tip.