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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 View and Manage the Operational Ledger?
How to Manage and Log Expenses?
14 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 to Navigate and Switch Task List Views?
How do I manage task tags?
11 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 to Schedule Text Messages for Later Delivery?
How to Use Templates in Text Messages?
18 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
Guide to Business Permissions in Cybix: Roles, Positions, and Scopes
How to configure organizational access?
23 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
Cybix App
How to move stages and change statuses in CRM using the app?
How to create a prospect in CRM using the app?
28 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