FAQs and Troubleshooting | Táve Support

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FAQs and Troubleshooting

FAQs and Troubleshooting

Answers to some of the most commonly asked questions.

Foundations of Táve

Switching to Táve from Other Systems

Leads, Jobs, and Job Stages

Adding New Fields to Your Contact Form

Using reCAPTCHA to Prevent Spam Leads

Closing a Lost Lead or Canceled Job

The Difference Between Completed and Closed Jobs

Deleting a Lead or Job

How to Send a Táve Link Outside of Táve

Working with Time Zones

Creating an Advanced Quote

Creating Orders and Invoices

Adding a Discount to a Quote or Order

Revising Orders

Sending an Order or Invoice

Changing a Payment Schedule Once an Order is Booked

Invoice Reminders

How to Edit Invoice Due Dates and Amounts

Using Email in Táve

Táve + Gmail F.A.Q.

Inserting Attachments to Emails

Reassign an Email to a Different Job

Sending Mass Emails to Account Contacts

Adding Fields to a Contract Template

Amending or Changing a Contract

Sending Contracts

Force Majeure and Safe Environment Clause

Are Online Contracts in Táve Legally Binding?

Building Questionnaires

Linking Questionnaire Field to Tokens

Sending Questionnaires

Public Questionnaires

Embedding a Public Questionnaire into Your Website

Contact Profile

Contact Relationships

Supported Browsers - Outdated Browser Detected Error

How to Check for Console Errors

Táve Mobile Web App

General Data Protection Regulation

Tools to Help Táve Users with GDPR Compliance

Right to be Forgotten