When you Signup

Your software is set up and you can access it from this link: https://app.onexfort.com/

To log in, use the email id and password you entered when you signed up. If you forgot the password, click on the 'Forgot Password?' link and enter the email id. You will receive an email to reset your password. If you have trouble logging in, please contact support@onexfort.com. 

External Set Up:

Email Configuration

To send emails from your job page in Onexfort, we need to verify your domain. We will send you a separate email with steps to set that up in your domain registrar portals like GoDaddy, CrazyDomains, NetRegistry and similar.

We can schedule a 30-min online demo of the software. Please use this link to make a booking: https://calendly.com/onexfort/onboarding

Website Integration

To integrate your website with Onexfort for receiving quote requests from your customers do the following setup:

Removal opportunities website integration setup

You need to set up the following before you can start making bookings:

General Settings

If you want to send SMS from Onexfort Buy SMS Credits

If you want your customers to pay using their credit or debit cards, Connect Stripe

If you use Xero as your accounting software and want to integrate Xero with Onexfort for automatically syncing Invoices and Payments, Connect Xero.

If you use MYOB as your accounting software and want to integrate MYOB with Onexfort for automatically syncing Invoices and Payments, Connect MYOB.

Internal Set Up:

CRM Settings

Setup Email Templates
Setup SMS Templates

Removal Settings

Setup Vehicles
Verify Inventory Groups
Verify Inventory Definitions

Enable Auto Quote page has to be set up even if you don't use the auto quoting feature

Finance Settings

Setup Products
Verify Invoice Settings

People

Add Employees

Support

If you need help, please contact support@onexfort.com