The Question: I have seen that Apptivo allows you to have your company logo printed onto invoices, but I can’t seem to figure out how. What steps do I need to take to upload my logo and include in all invoices? The Answer: Including your logo on company invoices is actually automatic, once you upload…
Posts Tagged: quick start guide
What are the quick links, and what do they do?
The Question: After logging into my account, I see the quick links over on the right side. What am I supposed to do with these, do I create users using the Employees management app or the quick link? Are these links supposed to change from page to page? Any help is appreciated! The Answer: The…
What is the “What’s Happening” section?
The Question: When I first log in to Apptivo, I see an area called the “Newsfeed”. What is the purpose of this section, and how do I use it? The Answer: Hi there! This activity feed section is available to provide you with insight into what activities are occurring across your entire business. Whenever a…
What business applications will help my business run better?
The Question: First off, congratulations on taking the initiative to finally start using technology to make your business run more efficiently! While every business has different needs, We’ve pieced together a general guide that explains which apps are typically used for specific types of companies. The Answer: Attorney Auto Dealer/Repair Air/Heating Sales & Service Optometrist…
How do I access more applications?
The Question: So I just signed up for Apptivo, and see about 10 apps available when I log in. I know Apptivo has 50+ free apps, but how do I access them? The Answer: Once logged in, you see the list of available applications in your app dashboard. To customize this list of apps, we’ll…
What is the “app dashboard”, and how do I change the apps that appear?
The Question: I just signed up for Apptivo and keep reading about this “App Dashboard”. What is the App dashboard, how do I access it, and how can I change the apps that appear in my home dashboard? The Answer: The App Dashboard is the list of applications which you have access to, available across…
What business information does Apptivo collect?
The Question: I am very cautious about providing sensitive business information over the web. What information is Apptivo going to collect about my business, and what do I need to provide up-front to create an account? The Answer: Of course, security of your business information should always be a top priority; but there isn’t too…
What personal information does Apptivo collect?
The Question: When registering for an Apptivo account, what personal information do I need to provide? What about my employee information that gets entered? The Answer: Apptivo only requires a few pieces of basic personal information in order to create an account(Sign up) for business. This information includes: First Name Last Name Email Address Password…