Transaction Settings

Mothernode CRM gives Admins the opportunity to adjust and customize various transaction components such as transaction footers, corresponding transaction emails, and more. These are system-wide settings that will appear when working in various transactions. Admins can access the Transactions settings in the administration module. To access the Transaction Settings, follow […]

Regional Settings

Mothernode CRM Admins can apply unique regional settings to one or more of their company accounts. These settings primarily pertain to geography and country policies, allowing admins to setup Tax vs. Vat, Postal Code vs. Zip, and more. Only Admins can modify these settings. Regional Settings are systemwide settings that […]

2-Step Authentication

Mothernode CRM provides customers with additional security features and functions using Two-Factor authentication, AKA 2-Step Verification. Users are required to authenticate their Mothernode CRM session via a valid email address (generally their login) or an SMS (i.e. text function) capable device they have access to. About Mothernode’s 2-Step Verification Process […]

Connecting with Zapier

Mothernode CRM lets Zapier customers connect their Mothernode account with over 2000 applications, extending capabilities to get more and do more with their Mothernode software. Before you begin, make sure you have the following. A Mothernode CRM Subscription A Zapier Account Administrator Access to your Mothernode Account Start using Zapier […]

MH and MO Breakdowns

When creating Quotes and Orders in Motehrnode CRM products and services can be categorized as Made Here (MH) and Made Out (MO). These breakdowns can be used to better understand how much of your goods and services are bought out vs. those that are made in-house. Breakdowns for MH and […]

Avoiding Tax Rate Issues

Mothernode CRM offers a variety of ways users can adjust tax settings by adding flexibility when applying taxes. For example, different customers or offices may have different settings to make sure the correct tax is being used or in some cases no tax at all when creating new transactions, such […]

Mothernode CRM Terms of Use

Mothernode, LLC TERMS OF USE Revised: July 21, 2021 These Terms of Service are a contract between you and Mothernode, LLC (“Mothernode”), a company with its principle place of business at 8445 Freeport Parkway, Suite 100. Irving, TX USA (“Mothernode”). Mothernode owns and operates www.mothernode.com (“Site”) and the SaaS ERP […]

Mothernode CRM Privacy Policy

Mothernode, LLC. Privacy Policy Revised: July 7, 2020 The following privacy statement is applicable to Mothernode CRM Cloud Applications and all Mothernode CRM Customers. Mothernode, LLC. (“Mothernode” or “we” or “us” or “our”) we understand the importance of your privacy and take strict measures to ensure it is protected. This […]

Reviewing Jobs in the Job Panel

Mothernode CRM offers a few different ways to schedule jobs and view them. One convenient way is using the scheduling features of the calendar. This offers a traditional way of viewing jobs on a calendar using month, week, and day views. Users can access orders and auto-schedule their jobs by […]