This feature allows you to add custom fields to the customer screen within the Leap Application. The values entered into these custom fields can then be pulled over automatically into your contracts and other documents. Setup In the Leap Dashboard navigate to App Settings. Click on Custom Fields. Click the Add Group button to add
The API Access section allows an API Key to be generated to integrate Leap with other programs it does not natively integrate with.
App Appearance allows you to change the text that appears within the App for any of the menu items such as Estimates and Contracts.
This section allows you to define where Leap pulls appointment information from.
Available Contacts allows users to see which Sales Manager is available to contact with questions and who is unavailable within the Leap app.
Categories allow the grouping of products within Leap.
Use this section to tell the Leap app how to calculate commission estimates.
Upload your company logo!
Designate where customer contracts should be sent.
Designate where credit applications upload.
Create additional document sections such as work orders and surveys.
Edit the email body template when a contract is sent using an HTML editor.