CarShipIO Support portal

Dear [[CUSTOMER_NAME]],  Thank you for accepting the quote. You can track your order using the green button below.   Quote #:[[QUOTE_NUM]] > Or...

Hi [[CUSTOMER_NAME]], Please provide with full addresses, contact information and instructions on the second page.  Customer: [[CUSTOMER_NAME]] Quo...

To follow up with your customers use 2 settings Max LastActivity Days and LastFollowUp Days. The system will check the last date you added a note to the...

If you want to send quotes and dispatches with your email, please add from email in MY>Settings Click on Verify email We will send you a co...

MISC template is a template that you can manually send to the customer when the status is NEW, ASSIGNED, COMPLETE You can use this template for deposit/...

In your stripe account find the Publishable key and Secret key.  They should be under the DEVELOPERS folder Copy and paste them into CarShipIO in MY>...

Set up your sources in MY>Settings or type them on the go when you create an order You can select existing Channels when you create an order ...

1. Open MY>Settings  2. Fill out From email and From Name. We don't support emails @gmail or @outlook or any similar email addresses. The email...

If number of invoices do not sync and it's been more than 6 hours, check this:  Open your QB Settings, make sure the account is connected If y...

 When you send the initial quote to the customer, schedule automated follow-ups. The system will send up to 5 emails to your customer.  If the customer acc...