Help Center – Cybix
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The Cybix Knowledge Hub
Everything you need to launch your team, set up your tools, and make Cybix work for you.
For Users
For Managers
Profile
How do I change my account background?
How do I manage notifications?
6 articles in this category
Contacts
How do I manage contact types?
How do I add dashes to format phone numbers?
10 articles in this category
Notes & Cloud Files
How to generate a public link to upload files for a client?
How to manage a cloud file?
6 articles in this category
CRM
How can I manage work order statuses?
How can I manage prospect statuses?
11 articles in this category
Billing
How to import invoices from Quickbooks?
How can I configure my payment gateways?
11 articles in this category
Quote Flow
How can I edit the disclaimer message of my quotes?
How to generate a report of quotes?
7 articles in this category
Tasks
How do I manage task tags?
How do I manage common tasks?
10 articles in this category
ClockEase & Payroll
How do I manage type of hire?
How can I manage the time intervals used by the module?
5 articles in this category
Phone Hub
How do I mark a text message as unread?
How can I change the status of a voicemail between listened and not listened?
7 articles in this category
Booking Hub
How can I manage the email template used to send bookings?
How to edit event types?
4 articles in this category
Fleet Hub
How to configure GPS providers?
How can I view and manage mileage by service and brand?
12 articles in this category
HireFlow
How can I manage the email template used in interviews and identity verifications?
How to verify candidates?
6 articles in this category
Cybix AI
How to use Cybix AI?
1 article in this category
Connect
How to use AI in a message?
How can I customize the chat colors?
4 articles in this category
Administration
How to configure organizational access?
How to manage the employee statuses?
22 articles in this category
Sales & Operations
How to manage work order statuses?
How to manage sales email templates?
8 articles in this category
Video Meeting
How to Connect my Zoom account to Cybix
How to manage recordings and transcriptions in Zoom?
5 articles in this category
About the development company.
What is CyberGlobalNet?
What is Cybix?
2 articles in this category
About my Membership
Once I have paid for my membership, can I request a refund?
Can I cancel my membership at any time?
2 articles in this category
Menu
Home
Knowledgebase
Changelog
Go to Cybix
Support
ES
EN
Profile
Contacts
Notes & Cloud Files
CRM
Billing
Quote Flow
Tasks
ClockEase & Payroll
Phone Hub
Booking Hub
Fleet Hub
HireFlow
Cybix AI
Connect
Administration
Sales & Operations
Video Meeting