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ProPay
Guides for creating, managing, and optimizing ProPay.
Creating ProPay
Group ProPay
Managing ProPay
- How do I view and manage the details of a ProPay in Protiv? 🧐
- How do I edit a ProPay in Protiv? ✏️
- How do I remove a bonus from a worker on a ProPay? 🙅♀️
- How do I add a note to a ProPay in Protiv? 📝
- How do I change the title of a ProPay in Protiv? ✏️
- How do I filter ProPays in Protiv? 🔍
- What actions can I take on ProPays in Protiv? 💼
- How do I search for a specific ProPay in Protiv? 🔍
- What are milestones and how do I set them up? 💰
- How Do I Handle Callbacks in Protiv?
- How can I group ProPays based on a schedule or route in Protiv?
Approving ProPays
ProPay Settings
- How do I set bonus split types in a ProPay? 💸
- What is LeadPay and how does it work? 💰
- How do I add or edit additional settings to a ProPay? ⚙️
- How do I change the Bonus Pool on an individual ProPay? 💸
- How do I customize the columns on the ProPay page in Protiv? 🔧
- What are the options for splitting the bonus in a ProPay? 💰
- What are the Customize Settings in the Team Section and How Do I Use Them?
- Aspire Users: How to Configure Protiv to Use Opportunities as Jobs and Import Work Tickets as Milestones