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The Xagle Communications API

User Guide Development and Customization

REST access to the Communication Hub: the unified inbox covering every channel — client/vendor em...

Updated 3 weeks ago by Matt Weinbender

Conversations

User Guide Calendar, Tasks, and Collaboration

Conversations brings every client and vendor conversation into one inbox — email, support tickets...

Updated 3 weeks ago by Matt Weinbender

The Xagle API

User Guide Development and Customization

The Xagle API allows you to programmatically manage clients, invoices, quotes, payments, and rela...

Updated 3 weeks ago by Matt Weinbender

Warranty Registration

User Guide Add-Ons

The Warranty Registration add-on lets your customers activate their product warranty in seconds —...

Updated 3 weeks ago by Matt Weinbender

Adding a Client

User Guide Clients

Before you send a quote or invoice in Xagle, you add a client. A client is the customer or compan...

Updated 4 weeks ago by Matt Weinbender

Accepting ACH Bank Payments via Stripe

User Guide Payments

Xagle can accept ACH Direct Debit payments (US bank account payments) on public invoices through ...

Updated 4 weeks ago by Matt Weinbender

Serial Number Tracking

User Guide Item Master

Serial Number Tracking Serial number tracking gives every physical unit of an item its own identi...

Updated 4 weeks ago by Matt Weinbender

Away Alerts by Text or Email

User Guide Calendar, Tasks, and Collaboration

Away alerts cover you when you're not in Xagle and don't have push notifications on a device: Xag...

Updated 1 month ago by Matt Weinbender

Push Notifications

User Guide Calendar, Tasks, and Collaboration

Push notifications put new messages on your phone or desktop the moment they arrive — even when X...

Updated 1 month ago by Matt Weinbender

Support Desk

User Guide Add-Ons

The Support Desk turns email into organized, trackable support tickets — so questions from custom...

Updated 1 month ago by Matt Weinbender

Notifications

User Guide Calendar, Tasks, and Collaboration

Notifications The bell icon in the top bar opens your notifications. Xagle uses it to surface re...

Updated 1 month ago by Matt Weinbender

Real-Time Updates (Broadcasting)

User Guide Calendar, Tasks, and Collaboration

Broadcasting makes Xagle feel live: new messages, replies, reactions, and unread badges appear th...

Updated 1 month ago by Matt Weinbender

Reactions, Emoji, and iPhone Tapbacks

User Guide Calendar, Tasks, and Collaboration

Reactions let your team respond with a quick emoji instead of a full message — and they work acro...

Updated 1 month ago by Matt Weinbender

The Xagle Inventory API

User Guide Development and Customization

The Xagle Inventory API lets you programmatically manage items, stock levels, adjustments, physic...

Updated 1 month ago by Matt Weinbender

How Xagle handles SMS opt-in (A2P 10DLC compliance)

User Guide

How Xagle handles SMS opt-in Xagle is a SaaS platform operated by Square Pig LLC. Our customers ...

Updated 3 months ago by Matt Weinbender

Tasks

User Guide Calendar, Tasks, and Collaboration

Tasks The Tasks area in the left sidebar is where you create and manage tasks—follow-ups tied to...

Updated 6 months ago by Timothy Perry

Item Master

User Guide Item Master

Item Master (Items) Item Master is your catalog of products and services. In the sidebar it may ...

Updated 6 months ago by Timothy Perry

Expense Payment Methods

User Guide

Expense payment methods Expense payment methods describe how a bill was paid in the expense work...

Updated 6 months ago by Timothy Perry

Project Statuses

User Guide

Project statuses Project statuses are labels your team uses to track where work stands (for exam...

Updated 6 months ago by Timothy Perry

Document Number Schemes

User Guide System

Document number schemes Document number schemes control how Xagle generates the next number for ...

Updated 6 months ago by Timothy Perry