Templates Manager

Phone

(395) 554-3025

First Name*

Last Name

Lead*

We’re validating your DNS records. This may take up to 48 hours.

If you use a free domain that could have delivery issues, we’ll automatically make a small change to your email address each time you send an email. All the changes are on our side, so you can keep using your free email domain and we'll handle the rest.

Email Address

To ensure delivery, we’ll change your from address to chris.gmail.com@send.mailchimpapp.com

To help your emails reach your recipients' inboxes, set up email authentication for your custom domain. Authenticating the domain you use to send email can help you maintain and grow an engaged audience, and make sure your emails reach the inbox.

gmail.com

Free Domain

gorilladesk.net

Verification in Progress

gorilladesk.net

Needs Authentication

Start Authentication

1. Login to your DNS provider's website

Open a new tab or window and navigate to your domain provider's website to access your domain records.

Find the page or area that has your domain or domain records. Things to search for are manage domains, DNS, custom records, or zone files.
Your domains are usually in a list form. If you can't find the right page, try searching for your domain provider's help center for DNS or CNAME.

Awesome, you're ready for the next step.

Something went wrong.

It looks like something didn't get copied and pasted correctly when you added the CNAME records to your domain. Delete or edit those records to try copying and pasting again.

You are going to add 2 CNAME records to your domain. These records are managed on your domain provider's website or interface. They help Mailchimp direct your email to the right place.

Look for a place to create or add a new record.
For the record Type, choose CNAME.
Copy the Name info from CNAME 1 below and paste it into your record's Name or Host field. This field may also be called Hostname or Host record.
Copy the Value info from CNAME 1 below and paste it into your record's Value field. This field may also be called Data or Points To.
If you have an option for TTL, either leave it at the default setting or choose the lowest value offered.
Add or save your record.

Now repeat those steps, but this time copy/paste the info for CNAME 2.

CNAME1

Name

Value

CNAME2

Name

Value

In your domain provider, you are going to add 1 TXT record. This record helps ensure proper delivery of emails.

To create a DMARC record:

Choose to add a new DNS record.
For Type, choose TXT.
For Host, copy/paste the Host value from the TXT table below.
For Points To, copy/paste the Points To value from the TXT table below.
Leave TTL at the default value.
Click the Save button.

TXT

Host

Points To

We're validating your DNS records. Most records update within a few minutes, but this could take up to 48 hours. You'll receive an email notification once validation is complete.

Check Status

5. Success

Your domain is authenticated! Your emails will now flow freely into your customer's inboxes.

gorilladesk.net

Authentication Failed

Restart Authentication

gorilladesk.net

Authenticated

This invoice is not attached to a job, it is a stand-alone invoice.

Use this to create invoices unrelated to a job.

Repeat

Customer

Billing Address

Nguyen Van An

231 Massachusetts Avenue

Boston MA 02115

Invoice

PO

Invoice Date

Repeat

Period

weeks

Repeat on

Every

month

Repeat By

Every

year

Repeat By

End

jobs

August 2021

Su

Mo

Tu

We

Th

Fr

Sa

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

1

2

3

4

Invoice Date

Action

Kaden.Flatley17@hotmail.com

Invoice action executes at

Summary

Daily, Every 12 days, Ends Never, Except the 1st Mon Tues Thurs of Every Week

Item

Cost

Tax

Qty

Price

One Time

00.00

Item Note

Sold by

Chris

00.00

Item Note

When paying by card a merchant surcharge will also be applied.

Add Item

Subtotal

00.00

Tax Name (7%)

00.00

Tax 2

00.00

Total

00.00

Amount Due

00.00

Available Credit

00.00

Balance Due

00.00

Terms

(visible to client)

Apply Terms

Open Terms
Terms
Name Net 15 10% Tax 1 Tax 2
Terms
Name Net 15 10% Tax 1 Tax 2
Terms
Name Net 15 10% Tax 1 Tax 2
Terms
Name Net 15 10% Tax 1 Tax 2
Terms

Note

(visible to client)

Insert

All Templates

Customer Notes
Estimate Notes
Invoice Notes
Job Notes
Top Notes
Work Order Notes

Apply

Template Name
Top Note
Template Name
Top Note
Template Name
Top Note
Template Name
Top Note
Template Name
Top Note

Thank you for your Testbusiness.

Images

Visible to client

Drag & Drop Images

Current Balance

0.00

Customer

Amount

Apply as credit $100,024.00 available

Date

Method

Invoice Status

Invoice

Date

Status

Orig. Amt

Amt Due

Payment

1235689

06/06/2020

Sent

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

Please search and select customer

Payment applied

$260.00

Updated balance

$188.60

New credit

$8.00

Service Address

* Address to

Location Name

* Service Address

Map Coordinates

Location Note

0 Units

Billing Address

* Bill to

Billing Address

Billing Email

Billing CC

Location Tags

Amsterdam

House

Pa

Add New Tag

House
Apartment
Pets
Dog
Rain

Invoice Tags

Appointment Messaging Preferences

SMS To

165-498-2313

(Chris)

None
165-498-23133333333333333333333333333333333

(Chris Moreschi)
165-498-2313

(Chris Moreschi)
165-498-2313333333333333

(Chris Moreschi)
165-498-2313

(Chris)

Changes Log

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 edited to 0123456789 from contact field

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 added

Email To

Confirmations

Reminders

Followups

Broadcasts

Late Payments

Work Order Email

Property Estimation

Open Map

When adding invoice items for this location automatically assign these tax rates.

Tax 1

0.5% 0.5%

Tax 2

0.5% 0.5%

Payment Terms

Fields with * are required

Status

Account # *

First Name *

Last Name

Title

Email

Company

Phone

Add Phone

Source

Top Note

This note will appear on Chris's jobs

Believe it or not, spiders are a beneficial pest. They are skilled predators, using their webs to trap unsuspecting pests in and around your home. And, while most house spiders are harmless, discovering their webs can be an unsettling experience.

Believe it or not, spiders are a beneficial pest.

Cancel

Save

Term Name

Term Due Date

Late Payment Fee

Tax 1

Tax 2

Note

SMS Bot Reply

Edit Top Note Template

Edit Invoice Note Template

Edit Payment Term Template

Edit Todo List Template

Edit SMS Template

Edit SMS Bot Reply

Edit Basic Estimate Template

Terms

Note

Edit Dynamic Estimate Template

Terms

Note

Edit Package Estimate Template

Terms

Note

Terms

Note

Images

Terms

Note

Images

Change Log

Top Note

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

SMS

Notification

Primary Color

Secondary Color

Background Color

Utility Color

Assign Lead

Set Up Email

1. Login to your DNS provider's website

2. Add DKIM records

3. Add DMARC records

4. Wait for record validation

5. Success

Verify Domain

Verify Domain

Templates

Tutorials

SMS Bot Reply

Edit Top Note Template

Edit Invoice Note Template

Edit Payment Term Template

Edit Todo List Template

Edit SMS Template

Edit SMS Bot Reply

Edit Basic Estimate Template

Terms

Note

Edit Dynamic Estimate Template

Terms

Note

Edit Package Estimate Template

Terms

Note

New Tax Name and Rate

New Invoice

Invoice Frequency

Terms

Note

Images

New Estimate

Terms

Note

Images

Add Payment

New Document

Add a Location

Change Log

Override Messaging Preferences

New Customer

Manage Phone Labels Add new

Edit Phone Label

New Phone Label

Delete Confirmation

Manage Contact Labels Add new

Edit Contact Label

New Contact Label

Add a Card in Stripe

Add Credit Card in Square

Add Bank Account

Edit Credit Card in Stripe

Edit Credit Card in Square

Edit Field

Add Field

Remove Custom Field?

Add New Source

Add Contact

Messaging Preferences

Assign Units

Manage Units

Top Note

New Customer Form Settings