🚗 Let’s Get Rolling

Now that you've got the basics down and have created your first order, let's dig a little deeper and continue to fine tune your TapGoods account to work seamlessly with your business. The following steps build on our "Quick Start Guide to TapGoods PRO" so if you haven't completed that yet, we recommend you start there before continuing. 

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Table of Contents

1. Refine Your Workflow
2. Inventory Beyond the Basics
3. Add & Train Your Team
4. Stay Supported

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 1. Refine Your Workflow

Optimize your order journey from quote to close and reduce friction for both your team and your customers. 

• Review Order Flow: Walk through your full order lifecycle to spot gaps or bottlenecks.
• Build Reusable Templates: Save time with order templates for common scenarios.
• Custom Pick List Statuses: Customize your order statuses and make sure they align with your real-world processes.
• Email Templates: Personalize email templates as well as create and save your own templates.
• Routing: Assign trucks and delivery team members.
• Final Balance Due: Define when customers will pay their final balance.
• Payment Notification Emails: Automate reminders so customers stay on track with payments.

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2.  Inventory Beyond the Basics

Serialization

TapGoods PRO offers Serialized Inventory to help you keep track of important Inventory at your business. When you add Serialized Inventory to the platform, you can scan the Serial Number or Barcode of Items to add them to Orders, Check Items In and Out, and add them to Maintenance

• Create Serialized Inventory: Make rental items serialized in order to track individual units
• Assign Usage to Serialized Items: Track usage such as miles or hours for a specific item

Other Tools

• Bundles: Group inventory items, accessories, and purchases together into one bundle
• Maintenance: Take inventory items out of circulation while they're being repaired.
• Services: Add service line items to orders when additional labor or setup is required. 

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 3. Add & Train Your Team

Add new team members with ease, assign roles, and set permissions to control access as needed.

• Schedule Internal Training: Ensure everyone on your team knows how to use TapGoods for their role. Need additional support? Check out our support package HERE or reach out to your onboarding specialist.

• Add New Team Member: How to add new team member, how to assign team member role
• Assign User Roles and Permissions: Limit or expand access for staff as needed.
• Mobile Shortcut: Take TapGoods with you on the go, access your account quickly from your mobile device. 

Empower your team by training everyone on how to use TapGoods effectively. 

• Sales Dashboards: Quickly gain an understanding of all actions going on in your account.
• Dashboard Schedule: An interactive calendar that tracks orders in TapGoods PRO by date and time.
• Checking In/Out Inventory: Check items in and out of inventory so your team has visibility each step of the way.  

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4. Stay Supported

• Bookmark the Help Knowledge Base: Access guides, videos, and FAQs any time.
• Schedule Periodic Check-Ins: Connect with your account manager to review goals, feedback, and product updates.