LEARN HOW TO MANAGE THE APP
Learn How to Manage the App Series
- Log-In to the Management Portal
- Management Portal Basics (SBP Release 8)
- Submit update requests to the document section
- Schedule a Job (Sales Call)
- Manage Equipment
- Manage Accessories
Learn How to Manage the App in less than 60 minutes!
Scheduling
Manage Finance Programs
- Manage Financing Programs Video (Release 8)
- Manage Financing Programs Release 9
- How is the Financing Dealer Fee applied?
- How is the Monthly Payment Calculated?
- How do I adjust the Financing Program Dealer Fee to Account for End User Sales Tax?
- Does the Down Payment Reduce the Dealer Fees Included in the Finance Price?
Discounts and Rebates
Sales Presentation
Custom Settings
Sales Builder Pro Customizations
Frequently Asked Questions
View Instructions for Each Section of the Management Portal
- How Do I Log-In to the Management Portal?
- Management Portal Basics (3 min video)
- View Management Portal Instructions in the Portal
- Setup Status Instructions
- Upload Documents to the Document Portal
- Accessing Your Equipment Using the Management Portal