Web App
WikiPro web dashboard
Professionals can add client in "Customer Management" -> "Add Customer" page. See screenshot below: In the "Add c...
Thu, 18 Jun, 2020 at 5:12 PM
A newly added client has an auto generated temp password. The temp password can be viewed in client detail page. Click Detail button in clients pa...
Thu, 5 Sep, 2019 at 2:45 PM
If client forgets his password, he can click "Forgot password" in App to reset the password. If for some reason, the client can not reset the ...
Thu, 5 Sep, 2019 at 2:48 PM
You can add or edit the staff username, staff name in "Settings" -> "Staff management". Staff has two roles: admin or manager....
Thu, 18 Jun, 2020 at 5:16 PM
Create template for frequent messages. Skip the time to type the same messages for your customers. Click Settings -> Template Management. Click Add T...
Fri, 1 Oct, 2021 at 3:14 PM
Professionals deal with signatures, a lot. There is a tight deadline, and you are waiting for a signature from your client. It takes forever to wait. Wa...
Thu, 5 Sep, 2019 at 3:47 PM
Communication in WikiPro is the backbone of collaboration. WikiPro makes it easy to send and read messages so you can quickly share information with your cl...
Thu, 5 Sep, 2019 at 4:04 PM
Click on “send signature” and it pops out a screen for you to send your client a PDF file for signature. Send signature screen can send up to three PDF d...
Thu, 5 Sep, 2019 at 4:15 PM
You can import your existing customers by clicking "Import Customers" button in "Client Management" page. The client file is ...
Thu, 18 Jun, 2020 at 5:13 PM
First you need to identify your clients by searching their name or phone. Then go to the topic start with "SMS", and you can send text to your...
Tue, 11 Feb, 2020 at 3:52 PM