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Texada Knowledge Center

GateWay

GateWay

Getting Started with GateWay

About GateWay

Log In and Out of the GateWay Administration Panel

Log In and Out of GateWay's Customer Access Portal

Reset or Change Your Password in the Customer Access Portal

About GateWay and SRM

About the GateWay HubSpot Integration

Introduction to the GateWay Administration Panel Dashboard

Introduction to the Customer Access Portal Dashboard

About Users in GateWay

About Rentals in GateWay

About Invoices in GateWay

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Set Up Something

Set Up SRM to Enable Customers to Create GateWay Accounts

Set Up Access Permissions in the GateWay Administration Panel

Set Up Your Configuration Settings in GateWay

Sync Your GateWay Divisions with SRM

Set Up Access Permissions in the Customer Access Portal

Set Up Alerts and Notifications in GateWay

Change the Company in GateWay

Link a HubSpot Company Record to an SRM Customer Record

Set Up the GateWay HubSpot Integration

Set Up HubSpot Support Ticket Access in GateWay

Link the Customer Access Portal to Your Corporate Website

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Create Something

Create GateWay Login Credentials for a Salesperson in SRM

Create a User Account in the GateWay Administration Panel

Create a User Account for Another User in the Customer Access Portal

Create Your User Account in the Customer Access Portal

Create a Job Site in GateWay

Create a Pickup Request for Rented Equipment in GateWay

Create a Service Request on a Product on a Rental Contract in GateWay

Create a Billing Inquiry in GateWay

Create a HubSpot Support Ticket in GateWay

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Edit or View the Details of Something

Edit a Division in GateWay

View the Details of an Email Log in GateWay

Edit a User Account in the GateWay Administration Panel

Edit a User Account in the Customer Access Portal

Edit a Job Site in GateWay

Edit the Status of an Equipment Service Request in GateWay

View the Details of a Rental Contract in GateWay

Edit the Purchase Order Number on an Open or Overdue Rental Contract in GateWay

Change the Due Date of a Rental Contract in GateWay

Change the Due Date of a Specific Product on a Rental Contract in GateWay

View the Details of a Billing Inquiry in GateWay

View the Details of a HubSpot Support Ticket in GateWay

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Download, Print, Email, or Export Something

Download an Invoice as a PDF in GateWay

Export the List of Contracts as a Spreadsheet in GateWay

Email the List of Contracts as an Attachment in GateWay

Download a Rental Contract as a PDF in GateWay

Export the List of Open Pickup Requests in GateWay

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Delete or Close Something

Delete a User Account in GateWay

Delete an Equipment Service Request in GateWay