What you will accomplish
- Open Settings > Help & Feedback.
- Ask a how-to question and get an answer from the guides.
- Pick Report a bug or Suggest a feature, write a short note, attach a screenshot if it helps, and click Submit.
- Find your note later under Your requests.
This is not a customer messageHelp & Feedback goes to product support — the people who build the software. To message a storage customer, use Inbox instead.
When you would use this
Open Help & Feedback when:- You cannot find a setting and want a plain-English answer.
- A button does nothing, a page is blank, or a number looks wrong.
- You wish the app did something it cannot do today (for example a different report).
Before you start
- You are signed in as staff (any role can send a request).
- If something broke, note which page you were on and what you clicked.
- Optional: have a screenshot ready, or plan to paste one into the box.
Open Help & Feedback
1
Open Settings
From the Dashboard, click Settings near the bottom of the left sidebar.
2
Click Help & Feedback
In the settings list, find Help & Feedback in the Organization group (just above Your profile).Direct link: Settings > Help & Feedback.
Ask a how-to question
How-to questions go to the docs assistant, which answers from these guides.1
Type your question
Under Search the docs, type in the box that says Ask a how-to question…. Example: “Where do I change the time zone for the schedule?”
2
Click Ask
Click Ask.Expected result: The guides open in a new tab with the docs assistant answering your question.
Report a bug or suggest a feature
Under Contact our team, click the card that matches what you need.Report a bug — Something broke or looks wrong. Example: “I clicked Save on a car and the page stayed on Saving…”Suggest a feature — An idea that would make work easier. Example: “I wish I could print a packing list for tomorrow’s transports.”
1
Click a card
Click Report a bug or Suggest a feature.A small window opens on top of the page.
2
Type what happened
The empty box already shows a hint. For a bug it says Something is broken when I…. For a feature it says I want the software to….Write in plain words. Include:
- What you were trying to do
- The page you were on (for example Cars or Schedule)
- What you expected, and what you saw instead
3
Add a picture (optional)
Click the picture icon to Add screenshot, or paste or drop an image into the box. You can attach up to five images, each up to 10 MB.Why this matters: A picture of the exact screen saves a long back-and-forth. Blur customer names if you are sharing the file outside your team.
4
Check the type, then click Submit
At the bottom left of the window you will see a small type menu — Question, Bug report, or Feature request. Change it if you picked the wrong card.Click Submit.Do not click Submit just to “test.” Each send creates a real request for the support team.
Question in the type menuIf you switch the type menu to Question, the box hint changes to How do I…? and the button changes to Ask. That sends your question to the docs assistant in a new tab instead of creating a ticket, so screenshots are not offered for questions.
Find a reply later
1
Stay on Help & Feedback
Open Settings > Help & Feedback again.
2
Use Your requests
Under Your requests, use Search requests… or the All / Question / Bug / Feature pills.Click a row to open the thread.
3
Watch for the unread badge
When support replies, Help & Feedback in the settings list shows an unread badge. That is your cue to come back.
Empty list is normalNo requests yet. Pick a type above to start one. means you have not sent anything from this login. It is not an error.
What a helpful request looks like
Less helpful: “Invoices are broken.”More helpful: “On Payments I opened invoice #1042 for Taylor Chen. I clicked Send and saw a red message. I expected the customer to get an email. This started after lunch today. Screenshot attached.”
What success looks like
- You opened Settings > Help & Feedback without leaving the dashboard.
- You asked how-to questions in Search the docs and sent bugs or ideas from Contact our team.
- You wrote what you tried, and attached a picture if the problem is visual.
- You know to come back here when the unread badge appears.
Common mistakes to avoid
- Do not email a personal inbox and also submit the same story here — one place is enough.
- Do not send a customer’s private documents unless support asked for them.
- Do not use this form to change facility settings. Ask a team admin, or follow the Settings guides.
- Do not click Submit on an empty test. Close the window with the X instead.
Troubleshooting
I meant to message a customerClose this page and open Inbox. Help & Feedback never sends a note to a customer’s phone or email.
What to do next
- Set your own alerts on Manage your profile and alerts.
- If a setting is missing, ask a manager to review Manage team permissions.
- Return to Settings overview for the first-week setup path.