Omega EDI

J Kent Pimentel avatar Jon Pimentel avatar
28 articles in this collection
Written by Josh Schwermer, Kent Pimentel, and Jon Pimentel

Using Electronic First Notice of Loss (eFNOL)

Use eFNOL/ClaimLaunch to initiate claims on behalf of a policyholder without making a phone call
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Written by Josh Schwermer
Updated over a week ago

Configuring Accounts and Sending Invoices

Sending invoices to insurers and accounts via EDI, fax, and e-mail
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Written by Josh Schwermer
Updated over a week ago

Quickbooks Desktop Integration Setup

How to let Omega import your transactions to Quickbooks Desktop
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Creating & Managing Custom Vendors

Create and manage custom vendors for purchase orders
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Written by Josh Schwermer
Updated over a week ago

Adding an item that is priced by surface area

Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Authorize.Net FAQ

How to get set up so you can accept in-person credit card payments using Authorize.Net
Jon Pimentel avatar
Written by Jon Pimentel
Updated over a week ago

Quickbooks Online Integration

How to Import Invoices and Payments from Omega to Quickbooks Online
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

SMS Messaging

Use SMS messaging to communicate with your customers
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Written by Josh Schwermer
Updated over a week ago

Reminders

Set reminders to be notified when it is time to follow up on a job, appointment, or other task
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Written by Josh Schwermer
Updated over a week ago

Assigning NAGS Licenses

Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Pricing

Fees and Rates for Omega EDI Services
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Configuring Electronic Ordering

Electronic ordering from Mygrant, PGW, and Pilkington
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Written by Josh Schwermer
Updated over a week ago

Cost-Plus Pricing

Configure percentage or flat cost-plus pricing for Mygrant
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Written by Josh Schwermer
Updated over a week ago

Updating Attached Dispatches

How linked dispatches are updated depends on if they are from Lynx, GNCS, or SGC
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Written by Josh Schwermer
Updated over a week ago

Resetting your password

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Written by Josh Schwermer
Updated this week

Tying Purchase Orders to Invoices

The New Flow
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Rescheduling an Appointment

Reschedule an appointment for a different date after it has already been scheduled
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

EDI Warnings and Errors

Pre-flight warnings and errors indicate potential issues with EDI invoices
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Written by Josh Schwermer
Updated over a week ago

Configuring Items

Setting up custom items, windshield repair pricing, coupouns, waived deductibles, and other sale items
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Written by Josh Schwermer
Updated over a week ago

Dispatches

Working with dispatches
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Written by Josh Schwermer
Updated over a week ago

Customer Signature

Capturing signature via email
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

Security Roles

A description of each security privilege that can be configured for security roles.
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Written by Josh Schwermer
Updated over a week ago

Glossary of Reporting Metrics

This article describes terminology commonly used on reports
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Written by Josh Schwermer
Updated over a week ago

Using TaxJar

Automatically Calculate Sales Tax for Each Invoice
Kent Pimentel avatar
Written by Kent Pimentel
Updated over a week ago

SMS Opt-in

How to opt customers in so they can receive SMS messages
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Written by Josh Schwermer
Updated over a week ago

Template Variables

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Written by Josh Schwermer
Updated over a week ago

Supported Payment Gateways

A complete list of supported gateways for accepting credit and debit card payments
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Written by Josh Schwermer
Updated over a week ago

Managing Pricing Profiles

Pricing profiles are used to calculate pricing for the web quoter and quick quote modules.
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Written by Josh Schwermer
Updated over a week ago