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How-To Tutorials
QuickBooks Online – Set Up Transaction Pro
Last Updated: March 12, 2026Purpose This procedure outlines the steps required to set up Transaction Pro and prepare users for importing data into QuickBooks...
QuickBooks Online – Import Customer Invoices from Usked (Transaction Pro)
Last Updated: March 12, 2026Import and Submit Customer Invoices via Transaction Pro Purpose This procedure outlines the steps required to set up Transaction Pro...
QuickBooks Online – Import Customer Invoices from Usked (No Transaction Pro)
Last Updated: March 12, 2026Import and Submit Customer Invoices via QBO Purpose This procedure outlines the steps required to import customer billing invoices into...
QuickBooks Online – Add Customer Addresses
Last Updated: March 12, 2026Purpose Customers in QuickBooks Online must match the Customer values in the Usked Invoice Export file before importing customer invoices....
QuickBooks Online – Add Products and Services
Last Updated: March 12, 2026Purpose Products and Services in QuickBooks Online must match the LineItem values in the Usked Invoice Export file before importing...
QuickBooks Online – Add Classes
Last Updated: March 12, 2026Purpose Classes in QuickBooks Online must match the LineClass values in the Usked Invoice Export file before importing customer invoices....
QuickBooks Online – Add Locations
Last Updated: March 12, 2026Purpose Locations in QuickBooks Online must match the BillAddrState values in the Usked Invoice Export file before importing customer invoices....
Xero – Import Customer Invoices from Usked
Last Updated: March 12, 2026Create and Send Customer Invoices via Bulk Import Purpose This procedure explains how to import customer invoices in bulk into...
Xero – Import Service Provider Bills from Usked
Last Updated: March 12, 2026Import Supplier, Vendor, and Contractor Bills into Xero via Bulk CSV Import Purpose This procedure outlines the steps to export...
How to Cancel a Request
Last Updated: December 10, 2025How do you cancel a request? What happens when a request is canceled? From the Actions menu on any Service...
How to Add a Group
Last Updated: December 10, 2025Need to add a new customer account in your Usked portal? Read more to find out how. From the top...
How to Add a Service Provider
Last Updated: December 10, 2025Have a new service provider and want to add them in Usked? Read more to find out how. From your...
How to Add a Do Not Send Service Provider to a Client
Last Updated: December 10, 2025In an ideal world every service experience would be spectacular regardless of which service provider was assigned. Since this isn’t...
How to Create an Email Template
Last Updated: December 10, 2025Email templates allow you to send the same email message to many people at once, with each one being personalized...
How to Send Out Mass Confirmations to Service Providers
Last Updated: December 10, 2025In the world of scheduling the more visibility, the better! This is why Usked created a tool to allow you...
How To Allow Service Providers to Self Create Accounts
Last Updated: December 10, 2025Want to allow your service providers to create their own accounts? Read more to find out how. Make sure you...
How To Customize the Details View for Requests
Last Updated: December 10, 2025In this article, we will walk you through the steps of customizing what fields are available to see in the...
How to Add Your Availability for Assignments
Last Updated: December 10, 2025Want schedulers to know when you are available and when you aren’t? Read more to find out how to enter...
How to Change a Password
Last Updated: December 10, 2025Need to change your own password or one for one of your service providers, customers, or staff? Changing Your Own...
How Do I Change My Address, Email, Phone or Text Message Number?
Last Updated: December 10, 2025Need to change your contact info? No problem! Read more to find out how to do this. Once you are...
How to Add a Link to the Usked Portal on my Website
Last Updated: December 9, 2025Want your teams, customers, and service providers to be able to access your Usked portal directly from your company website?...
How to connect my Usked calendar via iCalendar (iCal)?
Last Updated: December 9, 2025Usked has support for calendar applications that understand the iCalendar standard. The Usked iCalendar data is read-only, and can not...
How to Add a Group Member (Requester/Client)
Last Updated: December 10, 2025Need to add a new person that is requesting services or a client receiving the services in your Usked portal?...
How to Add a New Requester or Client From a Request
Last Updated: December 9, 2025Have a request started and then you realize the requester and/or client isn’t added to Usked yet? Have no fear...
How to Allow Customers to Self Create Accounts
Last Updated: December 9, 2025Want to allow your customers to create their own accounts? Read more to find out how. Create a “Self-Created Customer...
Adding mileage or travel expenses
Last Updated: December 9, 2025This article will explain how service providers may add mileage or travel expenses once a job has been added to...
Request Creation – Service Provider Assignment: for Schedulers
Last Updated: December 9, 2025Read more to find out how your schedulers can create and confirm service requests, as well as assign service providers....
Group-level Service Settings
Last Updated: December 9, 2025This feature is a group-level setting to limit which services to allow for a group. On the group’s page (People...
How Do I Add an Unpaid Break to a Request?
Last Updated: November 28, 2025Table of contents Have an unpaid lunch break or short gap in the assignment? How can I add an unpaid...
How to Manage Service Provider Pay Rate Changes
Last Updated: November 28, 2025Table of contents Need to change a service provider’s rate, but not sure how to without it affecting their pay...
How to Add a New Service
Last Updated: November 28, 2025Table of contents Planning to add a service to what you offer your customers? Here’s how to do that and...
How to Set Up a Service Provider Pay Rate
Last Updated: November 28, 2025Table of contents This article will go through the steps of how to set up service provider pay rates in...
How to Adjust Jobs That Have Already Been Invoiced
Last Updated: November 28, 2025Table of contents Have you ever had a job you want to make edits to but couldn’t because it was...
How Can I Label a Job as Being Billed?
Last Updated: November 28, 2025Table of contents Have you ever wanted to know how to mark a job as being billed in Usked after...
How to Manage Customer Billing Rate Changes
Last Updated: November 28, 2025Table of contents Need to change a customer billing rate for a group, but not sure how to without it...
Group Level Business Hours and Holidays
Last Updated: November 28, 2025If you wish to override your global system settings for business hours and holidays to accommodate variations in customer agreements,...
Assigning Default Service Provider / Vendor
Last Updated: November 28, 2025If a default service provider is assigned to a group, there are (3) basic functions that will occur, once a...
Bulk Actions
Last Updated: November 28, 2025You may find yourself at times needing to complete some updates or changes simultaneously on multiple assignments. The bulk actions...
Ignore Conflicting Assignments
Last Updated: November 28, 2025This toggle is located on the Attributes tab of the Service Provider’s profile: As a part of Usked’s availability logic,...
Multi-assign Service Provider
Last Updated: November 28, 2025Enabling this feature allows the ability to assign the same service provider more than once to a single request, the...
Multistep Request Process
Last Updated: November 28, 2025The multistep request process pairs nicely with SSO-enabled sites, and leverages default group settings to automate request funnel management. The...
Sorting of Your Alerts
Last Updated: November 28, 2025This new feature update is designed to allow licensees to prioritize alerts for “service requests pending confirmation”, and also to...