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How to export your data
Use this article when you need help with how to export your data in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...
How to use the mobile dashboard
Use this article when you need help with how to use the mobile dashboard in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple a...
How to use delivery status
Use this article when you need help with how to use delivery status in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to use reminders
Use this article when you need help with how to use reminders in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
How to search old customers
Use this article when you need help with how to search old customers in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to see customer history
Use this article when you need help with how to see customer history in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to upload expense photo
Use this article when you need help with how to upload expense photo in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answe...
How to add expenses
Use this article when you need help with how to add expenses in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer before...
How to track money in and money out
Use this article when you need help with how to track money in and money out in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simp...
How to record payment received
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to send invoice on WhatsApp
WhatsApp messages depend on the connected number, approved templates, customer consent, and delivery status from the provider. Use this when a payment reminder, invoice...
How to create non-GST invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to create GST invoice
You can create an invoice from the customer or billing section, add items, save it, and share it by WhatsApp, email, or payment link. Use this after a sale is confirmed...
How to convert a quotation into invoice
Use this article when you need help with how to convert a quotation into invoice in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a...
How to create a quotation
Use this article when you need help with how to create a quotation in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to move a lead from New to Confirmed
Use this article when you need help with how to move a lead from new to confirmed in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a...
How to create a lead
Use this article when you need help with how to create a lead in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer befor...
How to track pending payments
Check the invoice link, UPI reference, payment status, and transaction ID before raising a ticket. Use this when payment failed, money was deducted, a link is not openin...
How to add customer notes
Use this article when you need help with how to add customer notes in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer...
How to manage customers
Use this article when you need help with how to manage customers in BigHelpers CRM, the client portal, or a BigHelpers service. Use this when you want a simple answer be...