Goodshuffle Pro Help Center

Using Goodshuffle Pro

How-to guides to maximize your everyday use of the software

Learn how to navigate the Dashboard, view project statuses, and manage daily tasks in one central place.

Managing tasksCreate, assign, and track tasks to stay organized and on schedule_{4 articles}

Sales, Leaderboard, and Conflict ReportsMonitor team performance, track sales activity, and catch project issues early_{11 articles}

Articles explaining how to upload, store, and manage files like contracts, permits, and photos within projects

Client, Company, or Venue Files_{16 articles}

Get help managing client, venue, and vendor contact information within your Goodshuffle Pro Directory.

What affects the live link that is sent to the client?Will the live link contract automatically apply project changes made after it is initially sent? What changes could be made?

Managing my DirectoryAdd and organize clients, venues, and companies_{32 articles}

Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.

Creating and Managing ProjectsStep-by-step instructions to build new projects and proposals_{103 articles}

Project Reporting & InsightsView how to report on Project details and Insights_{130 articles}

Project paymentsRequest, track, and manage deposits, balances, and refunds on your projects_{78 articles}

Project SettingsLearn how to manage your project settings_{41 articles}

Pull Sheets & Receipts Create, customize, and download documentation for internal and external use_{9 articles}

Digital Signatures & Client ApprovalsCapture legally binding e-signatures and track client interactions_{2 articles}

Project filesUpload and manage files attached to specific projects, like permits or diagrams_{11 articles}

Client ViewUnderstand what your clients see and how they interact with quotes and invoices_{20 articles}

Project taxesManage taxes on your projects_{8 articles}

Manage teammatesAdd users, assign permissions, and manage your team’s access to Goodshuffle Pro_{11 articles}

Warehouse & Order FulfillmentManage pulling, prepping, loading, and checking in gear to keep orders accurate and on track_{31 articles}

Learn how to add, organize, and track your rental inventory, including pricing, conflicts, pools, barcoding, and set asides

Creating and Managing InventoryLearn how to add, edit, and organize your inventory catalog in Goodshuffle Pro._{43 articles}

Inventory ImagesUpload and manage photos to showcase your items in proposals and online_{10 articles}

Inventory Pricing and DiscountsSet rental rates, damage waivers, taxes, and pricing rules for your items_{24 articles}

Inventory Set AsidesFor managing availability beyond individual items._{12 articles}

Inventory ConflictsManage item availability by reserving quantities for internal use or special events_{7 articles}

Inventory RelationsLink accessories, cases, or related items to streamline fulfillment_{16 articles}

Inventory SubrentalsTrack and manage products sourced from external vendors_{9 articles}

Inventory Reporting & UsageAnalyze item performance, costs, and availability over time_{6 articles}

Inventory Organization & SearchUse folders, filters, and tags to keep inventory accessible and tidy_{6 articles}

Barcoding and ScanningGenerate, print, and scan barcodes for accurate warehouse tracking_{19 articles}

Inventory PackagesGroup items into rentable bundles for convenience and upselling_{9 articles}

Inventory ServicesAdd service charges like setup, delivery, or staffing to projects_{6 articles}

Inventory reports_{13 articles}

Inventory PoolsCombine interchangeable items (e.g., chairs) for flexible availability_{8 articles}

Find help articles on account settings, billing details, subscriptions, and login information.

My AccountMy Account_{4 articles}

Company Managing your Branding, Stripe Account, and Bank Account_{16 articles}

Company Policies_{10 articles}

Account Taxes_{15 articles}

Account SettingsManaging your Company Settings _{13 articles}

Account User permissions_{4 articles}

Learn how to plan delivery routes, assign drivers, and manage logistics efficiently with Dispatch tools in Goodshuffle Pro.e is where you can find resources for Dispatch and Routing in Goodshuffle Pro.

Route PlannerPlan and assign delivery routes with vehicles, drivers, and custom stops_{24 articles}

My RoutesView your personal route assignments, schedules, and stop details in one place_{6 articles}

Auto RoutingLearn how to use Auto Routing in Goodshuffle Pro to streamline your delivery and pickup logistics. _{1 article}

Crew AssignmentThis section covers adding team members, defining roles like driver or setup crew, setting custom time windows, and managing dispatch notifications to streamline your event logistics._{9 articles}

Articles to help you manage payments, track revenue, issue refunds, and stay on top of your business finances in Goodshuffle Pro.

Finances Overview_{2 articles}

AffirmLearn how to manage invoices, payments, and billing settings in Goodshuffle Pro._{3 articles}

StripeStripe Fees_{1 article}

Stripe Capital Loans_{9 articles}

Company ActivityCompany Activity Reports and Navigiation_{8 articles}

Client ActivityClient Activity reports and navagation_{2 articles}

Financial Reports_{3 articles}

Team Communication_{2 articles}

Client CommunicationLearn about the communication your clients receive from Goodshuffle Pro_{3 articles}