Shed Suite Support Desk

Account Setup - Admin User Training 13

• Welcome To Shed Suite!
• Creating Accounts
• Sales Rep Role
• Overview Of Accounts
• Building Model Configuration Overview

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Operations - Admin User Training 7

• Training Your Team!
• Processing Orders
• Creating Inventory
• Processing Final Payment
• Shed Suite Reports

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Getting Started 4

• How to Report a Bug
• How to set your default protocols for email and phone numbers
• How to install Shed Suite as an App on your Computer using Google Chrome
• How To Change Your Username Or Password

System Emails & In App Notifications 3

• Customer Email Notifications
• How to manage system email notification subscriptions that go to users
• How to use the Shed Suite notification center

Order Management 4

• How to upload a wet signed document to an order
• How to create a digital signature request from the order details screen
• How to cancel an order and continue a new order from the saved quote
• How to export data from your Shed Suite account

Contact Management 2

• How to update a contact
• How to assign contacts to dealers

FAQ 1

• CardPointe PCI Questionnaire

Announcements 1

• Migrating to the new Driver App

Ecommerce Training 14

• How to set up your Shed Suite Ecommerce Landing Page
• Customer buying experience overview
• How to enhance your ecommerce listings
• How to create a quote for a customer and have them login to see it
• How to exclude a building from ecommerce

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Account Settings 9

• How to allow a dealer to sell from another dealer
• How to allow a dealer user to order inventory
• How to deactivate a dealer
• How to view and restore removed users
• How to Edit Users

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Payments 5

• How to change the payment method on a new order
• How the USB credit card swiper works in Shed Suite
• ACH Processing Best Practices
• Credit Card Pricing Structures Explained
• Shed Suite Payments

Integrations 6

• How to link your Shed Suite account to your IdeaRoom Account
• How to link your Dealers to IdeaRoom
• How to map your models, siding, and roofing to IdeaRoom
• How to use the IdeaRoom integration in Shed Suite
• Webhooks - How To Setup Shed Suite Webhooks

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Inventory Management 3

• How to add an existing inventory shed to Shed Suite
• How to create a new inventory order
• How to move inventory

Catalogue Prices Management 5

• How to request a Price Update
• How to set default addons on Models and Sizes
• How to create Model Categories and link to Dealers
• How to create addon categories and link to dealers
• How To Bulk Update Inventory Prices

Creating an Order 8

• Dealer Dashboard Overview
• How to create and complete a Quote
• How to create and complete an Order
• How to send digital signature requests
• How to upload a signed order document to fulfill a digital signature request

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Dealer Training 1

• Dealer Training

Shop Training 1

• How to use the Shop Dashboard

Driver App 5

• Driver App Training Video
• New search and filter on the map and new settings page
• How to use a saved ACH payment method to take final payment at delivery
• How to use filters in the driver app
• How to back date a delivery when submitting a delivery in the app

Account Setup Training 7

• Intro to Shed Suite RTO (1 of 3)
• RTO Setup - Contracts & Terms (2 of 3)
• RTO Operations - Export & Settle Contracts (3 of 3)
• RTO Pro - Importing and CRA Configuration
• How to setup your Payment Profile to pay for RTO Contracts

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Shed Suite Change Log 22

• Shed Suite Updates 8/25/22
• Shed Suite Updates 6/27/22
• Shed Suite Updates 4/18/22
• Shed Suite Updates 2/7/2022
• Shed Suite Updates 1/14/2022

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Google Business & Merchant Center 3

• How to group your dealer's Google Business Profiles
• How to share your shed company group with Shed Suite GBP Manager
• Google Merchant Shopping Center

Shed Suite CRM 10

• How to Create Workflows and WebHooks
• How to Integrate your Socials
• Reputation Management on Shed Suite Marketing
• How to Create Extra Pipelines and Opportunities
• How to Navigate the Marketing and Social Planner

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