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Knowledge base
General
Getting Started
7
Getting Started Guide
Resizing Logo (and Image Optimizing)
Getting Started (Video)
Cozy Cal Direct Link
Adding A Logo
View all 7
FAQ
2
Reviews
Question: Is there anything I can do to encourage people leaving me more reviews?
How To Download QDS as a Phone or Tablet App
2
How to Create a Web Version of QDS on Android
How to Create a Web Version of QDS on iPhone
Pro Tips: Odds and Ends
1
How to Add An Email as a Direct Link
Response Rate
1
Tips for Increasing Your Response Rate
How To Add Employees As Users
2
How To Add Employees As Users (So they can check their scores)
How Employees Can Log In
Survey Templates-How to Create
Survey Template Overview Video
1
How to Create A Survey Template (Video)
Step 1: Template Name
1
Step 1: Determining Template Name
Step 2: Scale
2
Scale
Review Links for Passing Scores
Step 3: Email
1
Step 3: Creating Email Body
Step 4: Service Areas
1
Step 4: Service Areas
Step 5: Alerts
1
Step 5: Alerts
Adding the Tipping Feature to Your Survey
1
Enable Tipping Feature
Sending Surveys
Determine What Kind of Survey to Send
1
Getting Started: 3 Types of Surveys You Can Send
Overview of Sending a Survey Video
1
Overview of Sending a Survey (Video)
Create an Individual Survey
1
Create Individual Survey
Sending Multiple Surveys
3
Importing a CSV
Sending by Teams or Individual Employee
Error Message When Importing CSV
Exporting Your Client List from Service Autopilot
2
Exporting Your List Out of Service Autopilot
Exporting out of Service Autopilot and Sorting by Service Type
Exporting Your Client List from Maid Easy
1
Exporting Your Client List from Maid Easy
Exporting Your Client List from ZenMaid
2
Exporting Your Survey (Customer) List from ZenMaid
Zapier Connection - ZenMaid to QDS
Post Survey Message
1
Steps for Creating Your Post Survey Message
Exporting Your Survey (Customer) List from Customer Factor
1
Exporting Your Surveys (Client List) from The Customer Factor
Resend - How to Resend Surveys
2
How To Resend Surveys
Automated Resends
SMS
1
How to Send An SMS Survey
Exporting Your Client List from Jobber
1
How To Use Jobber with Quality Driven Software
Exporting Your Client List out of HouseCall Pro
1
Exporting your client list out of HouseCall Pro
Automated Surveys from Service Autopilot
1
Service Autopilot: Automated QDS Surveys
Dashboard
General Dashboard Info
1
General Information About the Dashboard
Latest Responses
1
Latest Responses Section
Client Watchlist
1
Client Watchlist
Lack of Responses
1
Lack of Responses
Reports
Overview of Reports
2
Overview of Reports
Employee Rankings - How are They Calculated?
Company Scorecard
1
Company Scorecard
Client Scorecard
1
Client Scorecard
Employee Scorecard
2
Employee Scorecard
Weekly Employee Report Card
Settings
Rating Scale
2
Rating Scale
Changing from 1-4 star scale to a 1-5 star scale
Failing Score
1
Determining the Failing Score
Review Sites (Yelp, Google, Facebook, etc.)
6
How to Set Up Your Google ID
How To Set Up Your Yelp ID
How To Set Up Your Facebook ID
How To Set You Your Angie's List ID
How To Set Up Your Home Advisor ID
View all 6
Survey Limit
1
How To Add a Survey Frequency Limit
Subscriptions
Cancelling Subscriptions
1
Cancelling Subscriptions
Upgrading Subscriptions
1
Upgrading Subscriptions
Downgrading Subscriptions
1
Downgrading Subscriptions
Billing Cycle
1
Billing Cycle-Start/End
Update Credit Card
1
Updating My Credit Card
Reviews Menu
Overview of Reviews Module
1
Overview of Reviews Module
Approve Reviews
1
Approve Reviews-Latest Reviews
Preview
1
Preview Screen
Connecting Reviews To Your Website
2
Options for Setting Up Your Company's Reviews Page to Your Website (Non Wordpress) via JavaScript and iframe
Setting Up Your Company's Reviews Page to Your Website (Wordpress)
Social Reviews
1
Social Reviews
Surveys
Surveys-General Info
3
How to Edit a Survey
Bulk Actions: How to Delete and Restore a Survey
How To Separate Scores (How to assign a different score to an employee)
How to manually enter a phone survey, text survey, leave behind card, or verbal (non emailed response)
1
How to add a phone, text, leave behind, etc survey
How To Change a Score and Assign in to another team member or office
1
Assigning a Score To Office or Another Team Member
Internal Tracking (Breakage, Attendance, HR)
2
Internal Tracking of Breakage, Attendance, and HR Issues
Internal Tracking of Breakage, Attendance, and HR Issues
Bulk Actions
2
Bulk Surveys - How to Select a New Template When Resending
Bulk Surveys - How to Set the Survey Frequency for Existing Clients
Integrations
Launch27
1
Launch27 - Set Up and Connect Launch with QDS
Responsibid
1
How to Connect Responsibid with Quality Driven Software
Service AutoPilot
2
How to Connect Service AutoPilot with QDS
Service Autopilot Automated QDS Surveys
Zapier
1
How to connect ZenMaid with QDS
Integrations
1
NiceJob Integration - Basic Info
Nicejob
1
Connecting Nicejob with Quality Driven
SMS
SMS (Texts) - General Info
2
SMS Templates and Adding Employees
SMS Phone Number - How to choose your SMS number
Clients
Updating Client Details
2
How To Update An Email Address For An Existing Client
Bulk Update of Client Status
Employee(s)
Editing Employee(s)
4
Add Employee name(s) to Your Survey
Employee's Pictures Are Sideways When Uploaded
Merge Duplicate Employees/Clients
How to add/edit an employee
Employee HR Issues
1
Tracking Internal Employee Issues
New QDS Features
Automated Complaint Tracking
1
Automated Complaint Tracking
Employee Weekly Report
1
Employee and Admin Weekly Report
Employee Satisfaction Surveys
1
Adjusting Employee Satisfaction Surveys
Help Desk Software
by Freshdesk