Getting Started - (Agencies)

This section is to help you get familiar with the app and it's features. Covers basic navigation information about the app.

Set Up Coverage Area(s)
This article applies to recovery agencies  Your coverage area(s) indicate the geographical location(s) where your company does work. Set u...
Tue, 24 May, 2022 at 9:05 AM
Set Up Zones
This article applies to recovery agencies Organize your field by setting up zones for your field agents. As a best practice, we suggest you ...
Mon, 25 Sep, 2023 at 3:01 PM
Assigning Zones
This article applies to Agencies After setting up your zones, you can assign them to your agents.  Assigning zones to your field agents will a...
Mon, 25 Sep, 2023 at 3:54 PM
Set Up New Users/Edit Existing Users
This article applies to Company Admins and MBSi Admins Adding New Users Step 1: Navigate to Company Employees Step 2: Click on +Employee L...
Mon, 22 Aug, 2022 at 1:44 PM
Settings - Company Employees
Company Employees is the list of Active and Inactive/Other Employees and Employee Roles. Active Employees  This tab contains a list of a...
Tue, 24 May, 2022 at 9:58 AM
Set Up Service Item Fees and Tax Rates
This article applies to everyone Note: Service items and tax rates will be available only to the companies that have not opted for contracted fees...
Thu, 21 Dec, 2023 at 2:25 PM
Managing Entities - Agencies
This article applies to everyone Global vs Public Company Types & Entities When companies or entities are set up, they are categorized into on...
Mon, 22 Aug, 2022 at 1:16 PM
Entities - Auctions, Transport and Police - Agencies
This article applies to agencies  Use the same process below to set up Auctions, Transport, and Police Agencies.  Locate and add an Entity  ...
Tue, 31 Aug, 2021 at 1:24 PM
Entities - Pending Connections
This article applies to agencies  Pending connections are connection requests to or from outside entities you do business with.  Step 1: Hoover o...
Tue, 14 Dec, 2021 at 1:54 PM
Inactive Service Provider and Service Provider Settings
This article applies to everyone Inactive service providers are the service providers who are registered and are not participating actively in recover...
Tue, 2 Mar, 2021 at 9:15 AM