Tuvoli
Opportunity Manager
- Sales tools- Opportunity Manager, Client Manager and Credit card resource guide
- Tuvoli- Opportunity Manager- "Hiding" a quote
- Tuvoli- Opportunity Manager Dashboard main features
- FL3XX/Tuvoli Digital Checkout
- Tuvoli- 5. Opportunity Manager- Trip Calendar and Trip Management (passenger details and customizable trip sheets)
- Tuvoli- 4. Opportunity Manager- My client signed and paid for a trip, what's next?
- Opportunity Manager- How to Generate a Trip Invoice in Tuvoli
- Tuvoli- 2. Opportunity Manager- Overview and how to send your client quote
- Opportunity Manager- Updating an Existing Confirmed Quote to a Different Quote
- Tuvoli- 3. Opportunity Manager- DocuSign, Client Checkout including payment
- Tuvoli- 1. Opportunity Manager- How to create a quote, steps 1-5
Tuvoli
- Tuvoli - Changing Company Information (text/video)
- How to reset your password
- Tuvoli- Adding or Deleting a User/Employee
- Tuvoli - Add an aircraft type/tail to a quote if the one you need isn't showing up (in Tuvoli) under the selected operator
- QuickBooks Integration
- Tuvoli- Adding Expenses to a Completed Trip (Sentient/FXAir)
- Tuvoli - Merchant Services- Setting up your Merchant Account (credit cards)
My Company
Booked Trips
- Tuvoli Viewing Trips - Sentient/FXAir Operators
- Tuvoli - Closing and Invoicing Trips - Sentient Operators
- Tuvoli - Sentient/ FXAir Viewing "Tasks" for Operators
- Tuvoli- Editing a Submitted/Unpaid Expense Invoice (Trip and Expense)- Sentient and FXAir
- Tuvoli- Closing and Invoicing Trips- FXAir Operators
My Employees and Notifications
Client Management
Banking Dashboard
- Tuvoli- Incoming International Wire Transfer to Tuvoli/Piermont account
- Tuvoli- How to set up your Tuvoli Bank Account
- Tuvoli - Adding your Commercial Bank Account in Tuvoli Banking including differentiating between ACH & Wire routing#s
- Tuvoli - Transferring Funds
- Tuvoli - Pay Anyone Feature (Wire, ACH, or Paper Check Transfer)