Setting up your Pro account

Flagging a user as a "Sales Rep"

In shopVOX, as you add users, you'll notice flags (checkboxes) on the set up form when you either add new or edit an existing user. Particularly you'll see a flag for "Sales Rep". It'll looks like th…

Aaron Aldrich
Updated 1 week ago by Aaron Aldrich

User Types in shopVOX

There are essentially two different user types in shopVOX, Full and Schedule users. Here we will explain what the difference is between these users and the benefits of each user type. Also, we'll des…

Lila Carsten
Updated 1 year ago by Lila Carsten

Forms: Editing the User Interface

A little known area of shopVOX is Forms in the Account Settings section. As you are using the system, you may find that you wish there was a Field on the New Customer entry page for their Facebook ac…

Michael Riley
Updated 1 year ago by Michael Riley

How to Change Password

To change your password, follow these steps. Log out of shopVOX. Click "reset my password",. When this reset password box appears, fill out your email address and click "reset password". You will rec…

Lila Carsten
Updated 1 year ago by Lila Carsten

How Do I Create a New User?

This article will explain how to add employees to shopVOX and customize their profiles so your whole shop can be connected. Here are the steps to follow to add your team to your shopVOX account. How…

Lila Carsten
Updated 1 year ago by Lila Carsten

What size should my logo be so it can appear in email PDFs?

Measurements for Logos should be 150(H) x 300(W). Also make sure it is 300 dpi and in jpg format.

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Account Settings for your Pro account

This article goes over the different settings available in account settings, and what they are. Account. Upload your logo. - Click on the "Change Logo" button to upload your customer logo. Update you…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

shopVOX Work Flow - The Big Picture

Here is a visual representation on how to use shopVOX from beginning to end and how it maps to your own shop's workflow. Get the pdf here. ShopVOX Flowchart Watch this video for an overview of shopVO…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

Roles: how to restrict access for certain users

Control your permission settings for your different team members in shopVOX User roles are how you set permissions and internal controls inside your shopVOX account. This gives your account added sec…

Haylee Benton
Updated 1 year ago by Haylee Benton

Protect Your Bottom Line with Terms and Conditions

Ever wish you could add awesome fine print to your quotes and orders - just like your cell phone company, credit card, and bank? It’s probably right up there on your bucket list (kidding here). We ha…

Lila Carsten
Updated 1 year ago by Lila Carsten

Transferring data from my old system to shopVOX

Yes, we offer support with database migrations. After all, who wants to recreate all of those customers and names right? We are able to use database files from Quickbooks Desktop & Online, CasPER, Ac…

Aaron Aldrich
Updated 4 months ago by Aaron Aldrich

POS Settings - General

Customize Your POS( Point Of Sale ) Settings inside your shopVOX. Company Name>> POS Settings>> General All of your POS Settings are located right here all in one place. Here you can set things like…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

PDF Settings

shopVOX allows you to kind of customize what you want and what you don’t want to show on the PDF’s that go to your customer. Here in the PDF Settings is where you can make these customization. If the…

Arun Kanagala
Updated 1 year ago by Arun Kanagala

How are Users Billed?

A Pro subscription includes 1 Full User in the Base Price Subscription of $99 per month. Each additional Full user is $29 ea per month for a Pro Subscription. Each Full user is $10 ea per month for a…

Lila Carsten
Updated 1 year ago by Lila Carsten

Common Questions About Users

Let's talk Users! We want to make sure it is easy for you to add your team members to your shopVOX account and get their profiles set up. Here's a list of some of the most common questions we hear re…

Lila Carsten
Updated 1 year ago by Lila Carsten

How to import your customers and contacts from a spreadsheet

Learn how to upload contacts from your past system into your shopVOX account. Where are you exporting your customer list from? We’ve got a few articles to help export customers and contacts from your…

Haylee Benton
Updated 1 year ago by Haylee Benton

How to configure the SMTP settings for your email

Why should I set up SMTP Settings? When you first get started with shopVOX - any emails you send to your clients are sent through our mail server. mailman@shopvox.com Now don't worry - they'll still…

Aaron Aldrich
Updated 3 weeks ago by Aaron Aldrich

User Roles and Permissions Explained

Learn how our Roles settings work in shopVOX to prevent team members from accidentally messing with settings they shouldn't be. What are Roles? User roles are how you set permissions and internal con…

Bryant
Updated 11 months ago by Bryant

POS Settings – Sales Taxes

Setup Taxes Inside Your ShopVOX Account. Company Name >> POS Settings >> Sales Taxes. Are you governed by multiple Sales Taxes, GST, VAT Taxes and so on? Then this is where you can list them all and…

Arun Kanagala
Updated 10 months ago by Arun Kanagala

Five challenges to consider when setting up your Account

Whether you are a company of a couple of people or several, implementing shopVOX does require some effort. This short article covers the 5 challenges most customers have faced in getting started with…

Aaron Aldrich
Updated 1 year ago by Aaron Aldrich

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