Using Goodshuffle Pro
How-to guides to maximize your everyday use of the software
By Colin and 12 others13 authors380 articles
Dashboard
Learn how to navigate the Dashboard, view project statuses, and manage daily tasks in one central place.
Files
Articles explaining how to upload, store, and manage files like contracts, permits, and photos within projects
Directory
Get help managing client, venue, and vendor contact information within your Goodshuffle Pro Directory.
Projects
Step-by-step guides for building, customizing, and managing projects from quote to fulfillment.
- How Can I Break Out Custom Groupings on Quotes and Invoices?Learn how to create custom line item groups to display unique categories on your quotes and invoices.
- How Do I Show or Hide an Item's Description on a Contract?Do you want to trim a contract down to be shorter for a client? You can remove the item descriptions and solely show the item names.
- How to Add and Change Terms and Conditions, Payment Terms, and Cancellation Policies Within a ProjectLearn how to customize contract terms for each individual project in Goodshuffle Pro.
- Filter by Multiple Team Members at OnceLearn how to filter your Projects list by more than one team member so you can quickly see who’s assigned to what.
- Using Saved Views to Customize Your Project ListLearn how to create and use Saved Views to quickly access your preferred filters, columns, and sorting on the Projects list
- Navigating With Sticky Headers and FootersLearn how sticky headers and footers in the Project List make it easier to review, sort, and analyze your project data.
- How to Filter Projects by Line ItemLearn how to use the Line Item filter on the Projects List to quickly find projects that contain a specific inventory or custom item.
Inventory
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 online10 articles
- Inventory Pricing and DiscountsSet rental rates, damage waivers, taxes, and pricing rules for your items24 articles
- Inventory Set AsidesFor managing availability beyond individual items.7 articles
- Inventory ConflictsManage item availability by reserving quantities for internal use or special events8 articles
- Inventory RelationsLink accessories, cases, or related items to streamline fulfillment18 articles
- Inventory SubrentalsTrack and manage products sourced from external vendors9 articles
- Inventory Reporting & UsageAnalyze item performance, costs, and availability over time18 articles
- Inventory Organization & SearchUse folders, filters, and tags to keep inventory accessible and tidy12 articles
- Barcoding and ScanningGenerate, print, and scan barcodes for accurate warehouse tracking24 articles
- Inventory PackagesGroup items into rentable bundles for convenience and upselling17 articles
- Inventory ServicesAdd service charges like setup, delivery, or staffing to projects8 articles
- Inventory reports11 articles
- Inventory PoolsCombine interchangeable items (e.g., chairs) for flexible availability9 articles
Dispatch
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 stops26 articles
- My RoutesView your personal route assignments, schedules, and stop details in one place5 articles
- Auto RoutingLearn how to use Auto Routing in Goodshuffle Pro to streamline your delivery and pickup logistics. 3 articles
- 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.8 articles
Finances
Articles to help you manage payments, track revenue, issue refunds, and stay on top of your business finances in Goodshuffle Pro.
- Finances Overview2 articles
- AffirmLearn how to manage invoices, payments, and billing settings in Goodshuffle Pro.7 articles
- StripeStripe Fees1 article
- Stripe Capital Loans9 articles
- Company ActivityCompany Activity Reports and Navigiation6 articles
- Client ActivityClient Activity reports and navagation5 articles
- Financial Reports2 articles
- Email Notifications by User Type in Goodshuffle ProLearn what email notifications Admin, Full, and Limited users receive.
- Why Does my Message Say "Undelivered: Dropped" or "Undelivered: Bounced"?Reasons your messages may not be delivered to your client/teammates.
- How Can I View All Project Information in Messages?Here's how you can view your Details Panel when reviewing your Messages.
- How Can I Add Multiple Emails Per Client?Here's how you can add multiple emails to a single contact.
- How Can I Filter My Inbox to Only See Messages for Projects That I'm Assigned To?Instead of seeing all messages by default, here is how to filter your inbox.