AgencyHandy User Guide - For Agency

Welcome to the AgencyHandy User Guide. This User Manual includes all the necessary information to use the system application AgencyHandy. This manual outlines the system functions and capabilities, contingencies, different modes of operation, and step-by-step approaches for system application access and use in descriptive form. This manual contains and uses actual app-based graphical photos for easy understanding. Select any photos and click on them. You will see the original image with much more details.

This user guide format is an ongoing process and adds more information daily. It may be altered if another format is more suitable for the project.

Table of Contents:

1

Introduction of AgencyHandy

1.1

Why should you choose Agency Handy?

1.2

Who is it for?

1.3

What are the benefits?

1.4

How does it differentiate itself from others?

1.5

Plans & Pricing

2

Getting Started

2.1

Sign Up

2.2

Account Verification

2.3

Log in

2.4

Accessing the Main Interface

2.5

Workspace Config

2.5.1

Setup General Settings

2.5.2

Setup Appearance

2.5.3

Setup Custom Domain

2.5.3.1

AgencyHandy Hosting with Cloudeflare

2.5.4

Setup Sign-in Portal

2.5.5

Setup Emails

2.5.5.1

Setup Email Address

2.5.5.2

Setup DKIM & SPF

2.5.5.3

Setup SMTP

2.5.5.4

Setup Email Template Configuration

2.6

Resetting Password

3

Managing Dashboard

3.1

Services

3.1.1

Create a Service

3.1.2

Edit/Update a Service

3.1.3

Delete a Service

3.2

Clients

3.2.1

Create Clients Profile

3.2.2

Import Clients

3.2.3

Edit a Client Profile

3.2.4

Delete a Client Profile

3.2.5

Manage Client's Recent Order

3.2.6

Manage Client's Recent Ticket

3.2.7

Manage Client's Recent Invoices

3.3

Orders

3.3.1

Order Dashboard

3.3.1.1

Create an Order

3.3.1.2

Edit/Update an Order

3.3.1.3

Create Tasks in an Order

3.3.1.3.1

Task Modal/Activity Page Manage

3.3.1.3.2

Edit Task in an Order

3.3.1.3.3

Delete Task from an Order

3.3.1.4

Delete an Order

3.4

Proposal

3.4.1

Proposal Dashboard

3.4.1.1

Send a Proposal

3.4.1.2

Accept a Proposal

3.4.1.3

Reject a Proposal

3.5

Teams

3.5.1

Team Dashboard

3.5.1.1

Invite & Add a Team Member

3.5.1.2

Set Role & Permission for Team Members

3.5.1.3

Remove Team Member

3.6

Tickets

3.6.1

Ticket Dashboard

3.6.1.1

Create a Ticket

3.6.1.2

Edit a Ticket

3.6.1.3

Delete a Ticket

3.7

Invoices

3.7.1

Invoice Dashboard

3.7.1.1

Create an Invoice

3.7.1.2

Edit an Invoice

3.7.1.3

Delete an Invoice

3.7.1.4

Download/Print an Invoice

3.7.1.5

Send an Invoice to a Client

3.8

Integration

3.8.1

Integrating Stipe

3.9

Files

3.9.1

Manage Files in Order Task

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