Using email templates for canned responses (Web Only)

Step 1: Click New message

Step 2: Click the 3 dots near the bottom middle of the window.

Step 3: Click My Templates

Step 4: look for this screen

Step 5: Click the Plus

Step 6 : Give it a title and then type what you want it to say

Step 7: Click Save

Now the template is saved for all future emails.

Visit  https://to-do.office.com/

Step 1 : Click New List

Step 2 : Type the name you want to make the list and click enter

You will see the following

Step 3 : Click share 

Step 4 : Click “Create Invitation Link”

Step 5 : Click “Copy Link” 

Now any will have a link to share that you can update your tasks with.

Step 1: Find on the top of the portal “Stored Payment Options”, then click manage

Step 2: Once you see “Add a Credit Card”, Click on it

Step 3: Click on “Click To Enter Card”

Step 4: Enter your credit card info and click “Submit”

Step 5: Add a nickname (ie. Main Blue Card), and the expiration date on the card

Step 6: Once you are greeted with this prompt your card is all set.

Step 1: Locate the Type B Connect App in the lower right-hand corner of your screen. Click it.

Step 2: Click on Chat With Us

Step 3: Step 3: Start chatting

Step 1: Login and navigate to open tickets and click on the ticket number

Step 2: From here you can view comments / updates and add your own comments

Step 1: Login and navigate to the estimates column and click on the estimate you would like to view

Step 2: Click approve or decline

Step 1: First navigate to typebconsulting.com then click login as seen from the image

Step 2:Enter your login info, and click sign in

Step 3: Now you see the portal