ProLine

Laura Acosta

Quick guides going over the company settings tab within ProLine.

Settings 

This guide walks you through the Profile section under Account Settings, explaining what each field is for and how it can be used.

Account Settings: Profile

Learn how to customize default views for individual users, including setting defaults for desktop and mobile views, pipelines, and more.

Account Settings: Defaults

This article will walk you through how to access and set up Classic Mode, its key features, and best practices for configuration.

Account Settings: Phone (Classic Mode)

This article walks you through what Hybrid mode is, how to activate it, and key considerations for it.

Account Settings: Phone (Hybrid Mode)

This is a detailed guide on what Direct Call Mode is, how to enable it, and what to expect when using it.

Account Settings: Phone (Direct Mode)

This guide walks you through how to activate and configure browser mode for optimal performance.

Account Settings: Phone (Browser Mode)

This guide will walk you through how to enable and configure this feature from your ProLine account settings.

Account Settings: Phone - Missed Call Auto Responder

This guide explains how to set your individual working hours in ProLine and configure how your account handles calls that come in outside of those hours.

Account Settings: Working Hours

This guide walks you through notifications within ProLine and the options you have for alerts.

Account Settings: Notifications

This guide walks through how to access admin settings and explains the functionality of each checkbox option.

Account Settings: Notifications - Global (Admin)

This guide walks you through how to update your login credentials, including your email and password from within the account settings.

Account Settings: Security

All account settings broken down step-by-step.

Account Settings

This article outlines the three primary features of this tab and provides guidance on how to update and differentiate key brand identifiers.

Company Settings: Brand

This guide will help you understand and configure your review generation setup.

Company Settings: Reviews

Learn how to manage multiple locations, setting up billing addresses and using locations for quotes and orders.

Company Settings: Locations

How ProLine's review generation landing page works and avoids "review gating" restrictions and penalties.

Company Settings: Locations - Review Landing Page

Learn how to manage vendor and service taxes in ProLine, including setting them up, applying them to locations, and updating tax rates.

Company Settings: Locations - Taxes

This guide will walk you through what services and jobs are within a project and how to manage them within your company settings.

Company Settings: Jobs & Services

This guide provides detailed instructions on how to create, customize, and manage pipelines and stages.

Company Settings: Projects - Stages

This article walks you through where to find them, what they do, and how to customize them for your team's workflow.

Company Settings: Projects - Categories & Types

This guide goes over what project tags are, how to create them and how to use them within your ProLine account.

Company Settings: Projects - Tags

This feature offers a streamlined way to organize and filter your projects without overlapping with locations like cities or states.

Company Settings: Projects - Areas

Learn how to configure automatic folder creation at the project level for all new projects created in ProLine.

Company Settings: Projects - Folders

This guide explains the additional project settings found in the Others tab, including default naming, icon colors, and project custom fields.

Company Settings: Projects - Others

This guide walks you through where to find the project icon color settings and how to configure them based on your team’s preferences.

Company Settings: Projects - Project Icon Color

This guide walks you through what project custom fields are, how to configure them, and how they appear in your ProLine account.

Company Settings: Projects - Custom Fields (Contacts & Text)

This article covers how to create, edit, delete, and restore Dynamic Fields in ProLine.

Company Settings: Projects - Dynamic Fields

This guide will review how to add organizations to your ProLine account.

Company Settings: Organizations

Configure how your customers experience the Project Portal, including referral settings, lead assignment, and custom portal pages.

Company Settings: Portal

This guide walks you through how to view, customize, and manage contact types within your ProLine account.

Company Settings: Contacts - Contact Types

This article walks you through how to locate, configure, and use custom fields within your settings in ProLine.

Company Settings: Contacts - Custom Fields

This guide walks you through how to manage your Lead Sources in ProLine to ensure your data remains clean, consistent, and valuable.

Company Settings: Contacts - Lead Sources

This guide will walk you through what contact tags are, how to create and manage them, and best practices for their use.

Company Settings: Contacts - Contact Tags

This guide walks you through what these folders are, how to set them up, and where they appear in the platform.

Company Settings: Contacts - Default Folders

This article walks through how to create calendars within your ProLine account.

Company Settings: Events - Title & Calendars

This article will walk you through how to add, configure, and use event types in your ProLine account.

Company Settings: Events - Event Types

The Measurement Report Fields section in ProLine allows your company to fully customize the structure and baseline values of your measurement data.

Company Settings: Measurements – Measurement Report Fields

With ProLine's Sub-Calculations, your team can process and refine raw measurement data, getting it ready to apply to your price list items. It's a powerful way to handle your measurement…

Company Settings: Measurements – Sub-Calculations

This article walks through the core mechanics of how the price list works, especially with organizing items by supplier or no-supplier.

Company Settings: Price List

If you're looking to upload a large number of price items into your ProLine account without manually adding them one-by-one, the Import Price List functionality allows you to complete this…

Company Settings: Price List - Import CSV

Company Settings: Price List - Cost Categories

This article covers the Default Quote Settings section of Quote Template Settings. These settings apply to all quotes created with this template. Some of them can also be adjusted at…

Company Settings: Quote Templates - Default Quote Settings

This article covers the Pricing & Margin section of Quote Template Settings. These settings apply to all quotes created with this template.

Company Settings: Quote Templates - Pricing & Margin

This article covers the Send Quote Actions section of Quote Template Settings. These settings control what happens after a quote is sent, including stage movement, expiration, signer messages, and attachments.

Company Settings: Quote Templates - Send Quote Actions

This guide walks you through what automated steps ProLine should take when a quote is signed and configuring these settings effectively.

Company Settings: Quote Templates - Signed Quote Actions

Company Settings: Quote Templates - Per SQ Pricing

Company Settings: Quote Templates - Detailed Pricing

This article walks through the setup and configuration of order templates.

Company Settings: Order Templates

Manage and configure invoice templates in ProLine, including setting up different types of invoices and customizing them for your projects.

Company Settings: Invoices - Invoice Templates

This guide walks you through what you need to know about configuring your merchant account settings from within your ProLine settings.

Company Settings: Invoice Templates - Merchant Application

This guide covers how to navigate and configure your merchant account settings in ProLine.

Company Settings: Invoice Templates - Merchant Settings

This guide explains how to set your company's working hours and configure how ProLine handles calls that come in outside of those hours.

Company Settings: Working Hours

This guide explains how to configure your company-level sending hours and messaging rules for emails and text

Company Settings: Automation Rules

This guide reviews the options that are available when establishing your company wide settings for phone calls.

Company Settings: Phone - Phone Settings

This guide outlines the steps and common pitfalls encountered during the phone carrier registration process.

Company Settings: Phone - Phone Carrier Registration

This guide walks you through what the free caller registry is and why it is important to have set up for your ProLine numbers.

Company Settings: Phone - Free Caller Registry

In this guide, we’ll walk through how to access, create, and utilize task templates effectively within your project management system.

Company Settings: Task - Templates & Checklists

This guide walks you through how to set up Default Outcomes and Reject Reasons for use during canvassing.

Company Settings: ProCanvas

This is a guide to explain deleting your ProLine account and why you should think twice on it.

Company Settings: Other - Deleting Account

Learn how to build and use reusable text snippets in ProLine to speed up messaging, emails, notes, and automated campaigns.

Company Settings: Snippets

Learn how to add and build a Forms Page inside your quote templates so you can collect custom inputs, selections, and signatures directly within a quote.

Company Settings: Quote Templates - Pages - Forms

This guide explains how default project names are generated and how to switch between contact name or address-based naming.

Company Settings: Projects - Default Project Naming

Learn how to enable fractional quantities for price list items, allowing you to use decimal values instead of whole numbers in quotes, invoices, and orders.

Company Settings: Price List - Fractional Quantities

Learn how to create and manage Quote Templates in ProLine, and explore all the page types available to build professional, branded quotes and documents

Company Settings: Quote Templates Overview

Learn about every section in the Quote Template Settings tab and what each one controls.

Company Settings: Quote Templates – Settings Overview

This guide walks through the company-level email settings in ProLine, including BCC address, two-way email sync, and email signatures.

Company Settings: Emails

Company settings broken down step-by-step

Company Settings

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