• Statuses

  This section will cover all you need to know about Statuses. Roles That Can Manage Statuses: Admin, Owner Statuses Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page. They indicate the progress of the request, i.e. on what stage of development the request is. To edit or add available Statuses, go to Services → Statuses. There, you’ll see a list of available Statuses. You can edit them or delete them entirely. To createPopular

• Workflows

  In this article, you’ll learn how to create Workflows to help systemize your processes. Roles That Can Manage Workflows: Manager, Admin, Owner Workflows are here to help you establish your processes when delivering your services to clients or answering their inquiries. So, instead of having to repeat the same processes manually over and over again, you can automate them by adding Statuses, Triggers, and Custom Fields specific to each Service type.Few readers

• Services

  In this section, you'll learn everything there is to know about Services. Roles That Can Manage Services: Manager, Admin, Owner Services are what you offer on the Order Page for your clients to buy. One Service can include many different Items and Add-ons, which can be made optional. You can create an infinite number of Services and choose which should be visible to your clients.Few readers

• Quotes

  In this article, you’ll learn how to manage Quotes in Zendo. Roles That Can Manage Quotes: Agent, Manager, Admin, Owner The Quotes feature makes it possible to create and send proposals to your clients through Zendo. A Few Settings Before Creating Your First Quote There's a few settings you need to take care of before issuing your first Quote in Zendo. Add Payment MethodsFew readers

• Invoices

  This section will help you learn more about creating invoices using Zendo. Roles That Can Manage Invoices: Agent, Manager, Admin, Owner A Few Important Settings For Invoices Before working on your first invoice in Zendo, there are a few settings you need to take care of. Add Payment Methods Find the cog icon on the left-hand side panel to reach Settings.Few readers

• Order Page

  In this section, you'll learn everything there is to know about Order Page. Roles That Can Manage Order Page: Admin, Owner Order Page preview: If you’d like to see how your Order Page looks, click on the “Preview” button next to the “Order Page” heading at the top of the page. Order Page link: here, yFew readers

• Forms

  In this section, you'll learn everything there is to know about Forms. Roles That Can Use Forms: Admin, Owner Forms allow you to present and sell your Services on the Order Page. You can customize it to your heart’s desire, from uploading images to including descriptions and extra form fields. Each Form comes with its own URL, so you can send them directly to clients or link to them on your own website. To learn more about the Order Page, read this article (https://help.getzendo.io/eFew readers

• Payment Requests

  In this article, you’ll learn how to manage Payment Requests in Zendo. Roles That Can Manage Payment Requests In Zendo: Agent, Manager, Admin, Owner What Are Payment Requests? Payment Requests in Zendo are manual and automatic requests sent to customers to help them complete payments. A Payment Request shows up as a separate message in the Request chat box.Few readers