Quipli
Categories
- Getting Started Everything you need to get up and running with Quipli — account setup, admin users, and your first steps.
- Orders & Rentals Create and manage rental orders, track statuses, handle invoices, and close out returns.
- Customers Add and manage customer accounts, assign rep roles, and set up tax-exempt or insurance records.
- Inventory Build your product catalog, manage units, set pricing and rate tables, and track availability.
- Dispatch & Delivery Set up delivery fees, manage the dispatch board, and coordinate equipment logistics.
- Service & Repair Create work orders, track maintenance, and manage inspection checklists.
- Accounting & Payments Process payments, issue refunds, configure taxes, manage QuickBooks, and reconcile payouts.
- Reports Run financial and operational reports to track revenue, utilization, and business performance.
- E-Commerce Website What your customers see — online ordering, checkout, and the customer portal experience.
- Customizations Customize your Quipli — discount codes, web navigation, pages, and theme design.
- Settings Configure general settings, locations, integrations, and your Stripe/bank setup.
- Release Notes An overview of the progression Quipli has undergone.
- Toolbox Talk Recordings Toolbox Talk: A Guide to Getting the Most Out of Quipli – Train, Optimize, Grow, Connect