Using Goodshuffle Pro

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

By Colin and 12 others13 authors381 articles

Dashboard

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

How Can I See Projects With Past Deliveries?Use filters on your Project Dashboard to find deliveries that occurred in the past.

How to Use the Dashboard to Track Balances and SalesLearn how to monitor your company’s billing and payment activity from your Goodshuffle Pro dashboard.

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_{9 articles}

Files

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

Client, Company, or Venue Files_{16 articles}

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.

Inventory

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

How Can I Add Files to an Item?Here's how you can add assembly instructions, receipts, or certificates to an inventory item in Goodshuffle Pro.

Creating and Managing InventoryLearn how to add, edit, and organize your inventory catalog in Goodshuffle Pro._{45 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._{8 articles}

Inventory ConflictsManage item availability by reserving quantities for internal use or special events_{8 articles}

Inventory RelationsLink accessories, cases, or related items to streamline fulfillment_{18 articles}

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

Inventory Reporting & UsageAnalyze item performance, costs, and availability over time_{18 articles}

Inventory Organization & SearchUse folders, filters, and tags to keep inventory accessible and tidy_{12 articles}

Barcoding and ScanningGenerate, print, and scan barcodes for accurate warehouse tracking_{24 articles}

Inventory PackagesGroup items into rentable bundles for convenience and upselling_{16 articles}

Inventory ServicesAdd service charges like setup, delivery, or staffing to projects_{8 articles}

Inventory reports_{11 articles}

Inventory PoolsCombine interchangeable items (e.g., chairs) for flexible availability_{9 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.

Dispatch Terms in Goodshuffle ProHere is a list of terms you’ll commonly see when you use Dispatch.

Route PlannerPlan and assign delivery routes with vehicles, drivers, and custom stops_{26 articles}

My RoutesView your personal route assignments, schedules, and stop details in one place_{5 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 Overview_{2 articles}

AffirmLearn how to manage invoices, payments, and billing settings in Goodshuffle Pro._{7 articles}

StripeStripe Fees_{1 article}

Stripe Capital Loans_{9 articles}

Company ActivityCompany Activity Reports and Navigiation_{6 articles}

Client ActivityClient Activity reports and navagation_{5 articles}

Financial Reports_{2 articles}

Messages

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.

Team Communication_{2 articles}

Client CommunicationLearn about the communication your clients receive from Goodshuffle Pro_{10 articles}