This is a powerful tool combining the automation and centralization of ClientTether with the marketing and communication of Thumbtack.

With this integration you will be able to:

• Have leads directly added to ClientTether from Thumbtack
  • Assign Lead Source
  • Launch Action Plan
• Receive incoming Thumbtack messages
• Send outgoing Thumbtack messages
  • Manually
  • Action Plan Step
  • Use Text Templates
• View Thumbtack conversation within Contact Profile
  • Please note this does not currently include Thumbtack messages you send from within Thumbtack. Only messages you send out of ClientTether, but does include ALL incoming messages from Thumbtack.

To set up the Thumbtack integration please do the following things:

1. Make sure you have an active Thumbtack Account
2. Make sure you have a clear Lead Source in ClientTether created for Thumbtack
3. Reach out to your Thumbtack Account Manager and let them know you would like to activate the ClientTether integration.
   • They must turn on the integration on their end first.
   • Locate your Thumbtack Business ID for inclusion on the ClientTether Side.
   • Paste your Business ID into the Thumbtack Tab in ClientTether.

This may eventually be replaced with an OAUTH Login option to Thumbtack from within ClientTether.

Once Thumbtack is set up:

• Your leads will automatically be added to ClientTether from Thumbtack
  • Including being assigned the Lead Source and Action Plan you designated.
• You can receive notifications in the right side panel of incoming messages if you opt to do so in the Notification Settings Control Tab
• In the Contact Profile Thumbtack tab you will receive your incoming Thumbtack Messages and send out going messages.
  • You can select existing Text Templates for your manual outgoing Thumbtack messages if you wish.
• In Action Plans you can also build in a Thumbtack Action Plan Step.

Please note outgoing messages sent from within Thumbtack do not display within ClientTether.

TetherPay allows you to accept payments within ClientTether.

TetherPay is possible because of a partnership between ClientTether and Stax.

It is important to know that all sensitive payment information is stored and directly managed by Stax.

Before starting the process to use this integration please be aware of the following:

• You must fill out an application with Stax via our integration (more on that below) and be approved.
  • Application includes a SOFT pull to get your credit score.
• You will be charged a transaction fee
  • Depends on type of transaction
    • ACH (least expensive)
    • Debit
    • Credit Card (Most expensive)
  • Transaction fee differs based on
    • Type of transaction
    • Banks involved

You will need to gather all of the information listed on the TetherPay Enrollment Application Checklist.

Please be aware that this is an application NOT a sign up. You can be rejected. The top three reasons for being denied are:

• Not completing your application in allotted time.
• Providing fraudulent, or false, information on the application
• Having a low credit score
  • This is checked with soft pull and will not affect your credit score.

1. Turn on in TetherPay Settings -> Add-On -> Premium
2. Go to TetherPay tab in Settings
3. Click Start enrollment here
4. Fill out form
5. Confirm email
6. Finish application
7. Wait for approval
   • Once approved Web Token and API Key will have been added to account
   • This can take a couple hours or a couple weeks. Please watch for emails from STAX that maybe asking for more information.
8. Access TetherPay will be available in:
   • ClientTether Proposal Version 2
   • New menu option in ClientTether between Calendar and Hello! menu.

Clarification: the TetherPay Menu shows up as soon as you turn on the Add-On however you will not be able to do anything with it until you applied and been approved for your Stax account.

If you are waiting on your approval you can access your application by clicking the Start Enrollment link in Settings->TetherPay and logging in with your credentials.

Royalty Settings

Once you have been approved you are ready to use TetherPay!

If you have subaccounts, before doing anything else take a minute go to:

1. The Settings Account tab, where it lists all of your sub accounts.
2. Go to the edit button by each of your sub accounts.
3. Look at the CT Pay section at the bottom of the account settings
4. Make sure the correct boxes are checked/unchecked for royalty payments on tips and Convenience Fees.

Make sure you do this for each of your sub accounts before taking any payments via TetherPay.

Where you can use TetherPay

With TetherPay there are two places where you can accept payments

1. ClientTether Proposal Version 2
   • Card Payments
   • ACH Payments
   • Accept tips
   • Record Payments made in Tab
2. TetherPay Menu link
   • Card Payments
   • ACH Payments
   • Accept Tips
   • Have access to other features available via Stax for TetherPay
   • Will need to manually enter payment on existing proposal to record in ClientTether.

IF you accept payments within the TetherPay Menu Link you will have to manually add them to your proposal V2 if you are accepting a payment tied to an active proposal.

We recommend the following Payment type designations in that situation .

• Card payment – Select Card
• ACH – Select Other

You cannot select TetherPay because that will open up a feature to accept a card payment.

Using TetherPay in Proposal Version 2

To utilize the TetherPay option in the proposal system:

1. Go to the active proposal that you are wanting to get paid on
2. Make sure the tip, credit card and ACH options is selected correctly on the proposal
   • You can set this account wide by going to the Settings-> Proposal -> Payment tab.
3. Click add payment
4. Select Date
5. Select payment Type
   • TetherPay – ACH
   • TetherPay – CC
6. Select payment stage
7. Enter amount
8. click Record
9. Enter in payment information
10. Enter in Tip if appropriate
11. Click Pay button
    • If payment information is not correct or incomplete then you cannot click the Pay button.
12. Client’s will be charged and Payment recorded in ClientTether Proposal.

Please remember that the TetherPay payment type is only for accepting new payments not recording payments you have already received via the TetherPay Tab.

IF you received payment in the TetherPay tab and not in the Proposal system, but want to record the payment to a proposal please select the other for how the payment was made.

How to use TetherPay in TetherPay Menu

Here is how to access the information in the TetherPay Menu

1. Click on the new TetherPay Menu item in your ClientTether header
   • Will be between Calendar and Hello! menu
2. Login with your Stax Login information
   • Please note there is an option for adding multiple users to TetherPay. We strongly recommend each member of your team have their own individual login.
3. After Logging in you will be taken to your TetherPay Dashboard from there you can Access
   • Reports
   • Payments
     • yes you can accept payments!
     • You will have to manually update in your payment history for any active ClientTether Proposals.
   • Invoices
     • Not the same thing as ClientTether Proposal system
   • Schedules
   • Disputes
   • Customers
     • This list is independent of ClientTether. You will have to update separately.
   • Catalog
   • Apps
   • Settings

For more detailed information on each of these features and EXACTLY what they entail please visit the Stax support page, and focus on the the StaxPay Section it will address these features in detail.

CC vs ACH Visibility

You can control the options that your customers see, CC vs ACH, when they open their invoice. This allows you to send an invoice to the contacts and limit which options they have to pay. (See video on left and images below.)

To begin, go to your Proposal Settings and visit the Payments tab. In there you will see the Payment Options for NEW proposals. These settings do not apply to existing proposals. See image below.

The Notification Tab is in Settings.

You potentially have two internal tabs Control and Rollup. We will discuss each of those in depth later.

However, it is important to note the notification settings for this tab are saved per user and are not universal for the account.

Also please note that the Rollup tab will only appear if you turn on the Notification Roll-up Add-On.

Please note both of these settings are applied to the specific user not the account as a whole.

The control tab allows each User to decide exactly what type of Notifications they will receive.

In some cases you have three options for your notifications:

• System
  • This controls whether the Notification is displayed in the right side panel of ClientTether. This is not specified by AU.
  • This option is available for every Notification type.
• AU
  • System Notifications will only show to you for that notification if they are generated in relation to a contact where you are the Assigned User.

• Text AU
  • If the user is the Assigned User for the contact then they receive a text Notification.
• Email AU
  • If the user is the Assigned user for the contact then they receive an email otification.

Please also note that if the User is rolling up Notifications they will only see the roll up of the notification types they have selected in Control.

Also if you use the gold login button for an account or the green login as button for a user the notifications you see will be the same as the user you just ‘Logged in as’. Your credentialed settings do not go with you.

Control tab is always available in the Notification tab regardless of what Add-ons are turned on or off for the account.

The roll up tab allows you to select sub accounts you wish to see notifications for in your right side panel while being in the parent account.

Please note if you have selected to see only specific notification types in the control tab that those types are the only notifications that will roll up to you from the subaccounts.

Remember this setting saves per user and is NOT a universal account setting.

• Settings->Tags
  • When viewing the Clients with Tag the clients names are now hyperlinked. If you click it will open their contact profile.
• System users are now archived when they are deleted so that reporting remains accurate
  • Archived users cannot login to the system.
  • They also cannot be restored
• Common Custom Fields
  • Can now be locked at the enterprise level
  • New account tab in Custom fields in Settings allows you to create custom fields for Just the local account.
    • Cannot be shared
    • Will have own token available under Accounts soon.
  • New data type options for custom fields
    • Text
    • Textarea
    • Phone
    • Date
    • Boolean
    • Checkboxes
    • Radio
    • URL
    • Number
    • Number with Range
    • Number with Decimal
• Contact List
  • You can now add Common Custom Fields as column headers in the Contact list
  • Any field, other than a Common Custom field is now sortable
• AnnAck
  • Now able to schedule when Announcements go live and are to be taken down.

• Tags
  • If you release or reassign a contact to a different account they have a tag that does not exist in that account the tag will be outlined in red and you have the option of removing it from the contact or adding it to the account.
• Home Advisor has been updated to Angi Leads throughout the system.
  • Addons
  • Settings Tab
  • Please note the unique endpoint URL that still says home-advisor is fine and does not need to be updated.

For clarification, as part of last week’s ability to lock action plans for multilevel accounts.

If you are using that setting the multilevel account will have a new toggle for your action plans. It can be set to draft or ready.

Draft = not shared with your sub accounts.

Ready = shared with your sub accounts.

• History Notes
  • Now have a history note that is created when changes are made to existing appointments.
• SMS Okay Capability
  • If someone unsubscribes from your text messages you will not be allowed to turn sms okay back on until the contact texts “Start” into the system.
• Enterprise settings
  • Can now lock Action plan
    • This will automatically push all action plans down to your sub accounts.
    • If you do not click “Subaccounts can create their own.” Then the subaccounts will not have access to any action plans they have currently created and cannot create any new action plans.
    • If you do click “Subaccounts can create their own.” Subaccount will keep current action plans in there account and will be able to create new ones.
    • We recommend that multilevel accounts convert to this new system, because a common Action Plan ID can be used for API calls. Before doing so though contact your CSM for more details.

• Event Invite
  • Now shows account email for Account sending invite
  • Now pulls logo from Account sending the invite
    • If no logo then the logo space will be blank
  • Invited by now shows the Account name the invite is coming from
• Proposal V2
  • Progress Payment % now is just calculated from the grand total of the work sheet.
• Export
  • Created date is now showing in a Date format recognized in Excel.

• Contact Page List
  • You can now use Account wide custom fields as column headers on the contact list page.
• Proposal V2 updates
  • You can use a toggle in the Settings->Bid Types-> line Items above the description box to opt to allow the description to be editable in the actual proposal.
  • All fields, except summation types, for line items have a checkbox above them in the proposal. checking that box will allow that detail to be on the quote and work order.
  • There is now Icon to the right of the notes box in the proposal that will allow you to select which pre-notes you wish to include.
  • We now have a discount box that can be either a percentage or a dollar figure.
  • We now support HEIC image types in the proposal system.
• Tokens
  • We now have a token type that incorporates any external IDs that are stored in our system via integrations.

• Updates made to API calls to include contact’s tags
  • read_client_list
  • read_client_by_id
• New action type in Action Plans Remove Seasonal/Event Actions
  • This will clear out all actions that are tied to a seasonal or Event Action Plan for the contact.
• Event Plans based on anniversary date now work with Month and Day so you do not have to update the year every year.

• Event invites not have account’s logo and name displayed
• Cloning process now clones Files in Settings
• Cloning process now clones attachments in Templates
• Group Email now requires validation for sending if the subject line is empty
• Lead Routing
  • Notifications now created when contacts moved to different account because of Lead Routing
  • History note created to document lead route move of contact between accounts
  • Contacts moved to new accounts via lead routing are duplicate checked in the account they are moved to
  • Round Robin Option Update
    • IF To Who is set to User
      • Checklist created of all account users, including Account Owner, so you can select who is involved in Lead Routing Round Robin
    • IF To Who is set to Account
      • Checklist created of all accounts, including the parent account creating the lead routing, so you can select which accounts are included
        • Note toggle to include current account removed because that account is included in the checklist.
• Hosted Page – Online Scheduler
  • The online scheduler now availability based on appointments set in ClientTether.

• V2 Proposal Invoice Updates
  • On the worksheet tab:
    • Two new fields
      • Deposit
      • Progress
    • For Deposit
      • % – Tells System to calculate on Percentage of Grand total
        • NOT Total Remaining
      • $ – Hard Coded Number you provide
    • For Progress
      • % – Worksheet Total – calculated Deposit – payment(s) +/- Change Orders ) * % Progress field.
      • $ – Hard coded Number you provide
  • Invoice Tab
    • You can use the next to Invoice to open a drop menu with the following options
      • Invoice Type
        • Deposit
        • Progress
        • Final
      • Watermark Display
        • Watermark
        • No Watermark
    • You can use these options to keep your invoice up to date and adjust the look of the invoice.
    • Please remember the link you send to clients links to a living document, meaning it will show whatever you have the current invoice tab set to.
      • Don’t change the invoice type unless contact has seen and paid on the last invoice.
      • If you want a stagnant document you can open the link provided in your template email and create a pdf and send that instead.
• Contact list display
  • This is now set to save the last setting used in the account (not by user) for the display of the contact list and use it next. The options are to the right of the search bar
    • Main Contacts
    • Active Opportunities
    • All Opportunities
• Export now allows you to select exactly what fields you want to export
  • Allows you to select if you want to export history notes
    • Options none
    • Only Note Type
    • All Types
  • You can select custom fields
    • Will export ALL custom fields for contacts in their own separate columns
• Export selection will be all contacts selected by your current search or filter, unless you use check marks. If you check mark the specific contacts those will be the only ones to export.
• Export sheets can now be used for updates and imports
  • Expect to see documentation coming very soon going over which fields can be used to update and which field can be used in import.

• Opportunity Templates are now organized by contact type
• Common Custom Fields can be created for specific contact types within an account
• Lead Routing – Round Robin for accounts – now has option to include parent account

This video goes over how to print a pdf of items in V2 proposals using the browser features.

We have updated Proposal V2 that by using this browser feature it prints correctly and nicely onto standard 8.5in X 11in paper.

• Bug fix – Linked In field in contact profile now save value
• Proposal-> Worksheets -> Room Measurements UI has updated so that it linear and easier to edit for each line item.
• We have added verbiage to the Find Phone Number page for new account set up to clarify the number being picked is permanent
• If an opportunity has an active V2. proposal attached to it then deal size field will not be able to be manually manipulated.

• New advanced filter option for the contact list
  • “No lead source selected”
    • Will show any contacts with lead sources unknown or blank in your list
• A new contact/opportunity must be saved before a proposal can be created for it
• We can now delete certain items from the proposal settings and they will be available in an archive tab – Archive Tab only shows up once something has been deleted
  • Bid Types
    • Can be archived but not permanently deleted
    • Can be restored
  • Categories
    • Can be archived but not permanently deleted
    • Can be restored
  • Line Items
    • Can be archived but not permanently deleted
    • Can be restored
  • Quote Type
    • Can be permanently deleted
    • Can be restored
  • Pre-Notes
    • Can be permanently deleted
    • Can be restored
  • Sub’s
    • Can be permanently deleted
    • Can be restored
• In Proposal Settings’ Tax/Display tab We now have options to
  • Show line items on Invoice
    • Default setting is unchecked
  • Show Line Item $ on Quote
    • Default setting is unchecked
• In a proposal if you update the room calculations they now auto update on the worksheet.
• Proposal Constants
  • List now displays in alphabetical order
  • Be used as valued in default value fields for line items (Proposal Settings)
  • Can be edited in a proposal and only affect that proposal
  • Can be edited in settings and it will not affect existing proposals

• Daily Emails Should deliver at 5 am for the time zone which is selected in the accounts operation settings.
• Contact Reminders will update at 5 am each day in the account
  • Green dots appear
  • Green dots turn to yellow dots
• If your SMTP setting is for a Google account and your password was updated, but you have not updated your SMTP settings within ClientTether the following will occur:
  • SMTP will be turned off
  • Error message will display
  • Error notification will display asking you to reconnect your SMTP.

Updates to Settings->User ->user edit capabilities

• update username
• select if user is to receive daily emails

Changes to Settings-> Proposal

• New layout in tabbed format to make navigation easier
• Template tab
  • Duplicate
  • Share templates with other accounts in your organization
  • Delete templates
• Proposal Default Tab
  • IF version 1 of proposal system is active in your account this will show
    • Allows you to edit default values
  • If this is showing and it is blank or you no longer use V1 please reach out to your CSM and they will coordinate having it removed for you.

Changes to Settings->Account

• Any selection to the Accounts Display setting is global for that individual account. Meaning it will be the same for all users
• The selection of Account Admin will switch the two columns on the Account Page of Account Admin and Company Name
• Selection of the Notifications option will make it so users will only see the accounts they have set to see roll up notifications for.

• Change User Levels from Admin to Standard and vise versa
• User setting for daily email is now controlled in the user tab in settings.
  • Account Owner still controlled in Action Plans
• Now able to save Contact list filters
• Can choose how to order accounts
  • Account Name
  • Admin User
  • Notification roll up selections

• Account Deactivate puts count in 10 day waiting period and then it is deleted. You cannot access the account while it is deactivated.
  • You can reactivate the account anytime in this 10 day window and have all of the settings and contacts restored
  • Once the 10 day count down is finished the account is permanently deleted from the system.

• Default Date range selection for dashboard has been changed from the last year to the last month.
  • New tab in settings called “Charts” allows you to edit that for your specific account
• Proposal Line items drop-down type
  • can pick display and value by typing display|Value
  • can now have designated default by adding * to item you wish to be default.
    • display|Value*
• Reset Password from login page has been fixed.

In Action Plans, you can now create an action plan step to instantly update a Google Sheet. This is an easy way to push updates to Google Analytics or other third party platforms that integrate with Google Sheets. To do this:

1. Go to Action Plans
2. Open the Action Plan you wish to add the step to
3. Add a new action step
4. In the Action Type drop down list select Google Sheet.
5. Link the Google account that has editor rights to the Google Sheet you wish to update, by clicking on the drop menu for Authorized Google Accounts.
   • To add an authorized Google account just select “Add New”
   • Click the blue button that appears that says “Authorization with google”
   • Select which of your Google accounts you wish to authorize
   • Click Allow
   • Then go back to the drop-down list and select the newly authorized account.
6. Next, paste in the Google Sheet ID
   • This is found opening the desired Google Sheet and copying the id number from the URL for the Google Sheet
   • 
7. Select the Payload
   • If you opt to send full Contact Payload your sheet needs to be designed to have headers for every piece of the contact’s payload
   • If you want to only send specific information from the Contact, you need to map your Sheet’s Columns to the specific data being sent. Be sure to place the data you are sending in the same order of the Sheet’s Columns. For easy mapping, put the same name of the Sheet’s column header as the Key Name. Then select the corresponding Contact Token as the Value to be sent. Click Save after each Key Name-Value pair you create.
   • You can also set a fixed Value without a token, but that value will always be what is sent.
8. Click “Save Action” once you are done with editing the step

Each time this action step runs, it will push the selected data from the client record into the specified Google Sheet.

Our Angi Lead integration allows you to instantly get ALL information from new leads from Angi Leads, formerly Home Advisor, brought straight into ClientTether.

You can also easily monitor all incoming leads from Angi Leads via our API Monitor.

All information is stored and easily accessible within the Contact Profile for the lead.

Based on your settings you can arrange for an Action Plan to instantly fire off once the lead has come into the system.

There are two parts to getting this integration going and they must be done in the following order:

1. Activating within ClientTether
2. Activating with Angi Leads

Here is the link to the slide deck used in this presentation.

We have made our side of this integration as simple as possible.

1. Go to Settings
2. Go to Add-Ons tab
3. Check the box next to Activate Angi Leads
4. Click on the tab that appears called “Angi Leads”
5. Select your lead sources for “With an Appointment:” and “Without an Appointment”
   • Even if you don’t ever expect to get a lead with an appointment or without an appointment always set the lead source for both anyways.
6. Click on the Unique Endpoint at the top of the page to copy it.

Here is the link to the slide deck used in this presentation.

To activate the Angi Leads API on the Angi Leads side you will need to send an email to: crmintegrations@homeadvisor.com (This is still correct even they have changed name to Angi Leads).

This email needs to contain:

1. A Subject with the number of Accounts you wish to add to the API
   • {{Your Company Name}} X Number of Accounts for API Set up
   • We strongly recommend not doing more than 10 at a time, and testing those 10 accounts, because Angi Leads manually enters the data on their end and have made errors on entries before.
2. Create a table with the columns for the account owners first name, last name, Angi Leads’ Account ID, and the Unique Endpoint you copied from ClientTether.
   
   
   
   
3. Make sure to specify for them to turn off any parser emails coming into ClientTether from Angi Leads
   • Otherwise you will have the same lead come in via the API integration and the parser, which will cause you to get a lot of duplicates.
4. Send the email
   • Please be aware Angi Leads Standard Operating Procedure is to send you a test contact once the account is connected. This test contact will be a duplicate of an existing contact. If you wish for them not to do this please specify it in your email.

Here is the link to the slide deck used in this presentation.

Lead routing allows you to automatically sort your leads to either sub accounts or users within your own account.

Lead routing will automatically sort any new leads, and you can also signal for it to sort any old leads as well.

Please note you are only allowed to have one lead routing plan per Enterprise account.

To activate lead routing:

1. Go to Settings
2. Go to Add-Ons Tab
3. Check box next to “Activate Lead Routing”

Once this is done you will see the Lead Routing tab appear above the Lead Source Tab in Settings.