sales@webgility.

com

Webgility2011!@

Desktop Tech Support.

Hi,

Thank you for contacting Webgility Support.

As discussed with you on call, you were facing issues with

Please let us know if there is anything further we can assist you with!

Should you have any other issues or feedback you wish to share, please call us on our number
877-753-5373 Ext -3, Monday to Friday 8:00am - 5:00pm PST

First Responce
Hi,

Thank you for contacting us. I am happy to help find a resolution and offer support.

Can you tell me when you started experiencing this issue? Are you receiving specific error messages? Did you
make any changes in configuration settings?

The answers to these questions can help me find the best solution for you.

Thank you,

Hi [Customer name],

I’m sorry for the trouble you’ve been having with Application My team and I are doing everything we can to
resolve this as fast as possible.

In order to support you through this, I need some information from you. Could you tell me [important
information]?

Meanwhile, here are some actions you can take that may resolve the issue: [state actions like restart, resubmit,
etc.]. If these don’t work, I’ll get back to you [within one business day] with an alternative solution.

Thank you
Hey [Customer],

Thanks for reaching out! I'd be more than happy to help you.

Before we dive in, can you give me a little more context on the situation? When did this issue begin
happening? Has it been occurring consistently, or does it happen on and off? Have you tried any
solutions on your own?

These questions will help me find a more personalized solution to your problem.

Thanks,

Followup 1
Hi Mary,

I hope you are well. I wanted to follow up about the issue you encountered with Webgility the other
day. Would you like additional assistance with this matter?

I am happy to help if you have any additional questions or concerns. Please reach us at our support
number 877-753-5373 ext -3 , Monday to Friday 8:00 AM to 5:00 PM PST

Followup 2
Hi,

Hope you’re doing great. I wanted to check in with you regarding the issue you had the other day. Was it
resolved? Do you need any additional help? I’d be happy to assist you in any case.

Have a great day

Asking Customer to Call Back

Hi [customer name],

Thanks for reaching out to us with your queries. We would love to solve your issue and we think
phone calls are the best way to go about it.

Please do get back to us with your available timings on our support number 877-753-5373 ext-3.

We look forward to taking care of your issues.

Regards,
Thanking a customer for positive feedback
Dear [Customer name],

Thank you so much for your feedback, you put a big smile on our faces! Our
team is hard at work trying to continuously improve our Product and it’s always
rewarding to hear kind words. We love that you love us :)

I don’t mean to impose on you, but if you have some time, could you share your
impressions on social media or write a review? We have a presence on {link to
review sites} and we’d really appreciate it if you could support us there.

Thanks again 

Requesting a customer fill out a CSAT

Hi [Customer name],

Hope all is well! Being our valuable customer I'd love to hear more about your
experience working with our team Would you be kind enough to share your
experience with us on this survey including a review that you can post on these
social media websites? Our prospects would find reviews extremely helpful when
they are searching for a similar product.

I know your time is valuable, and I appreciate your attention.

Let me know if you have any questions, I’d be happy to answer them.

Thanks for your time,

[Your name]
 Close case

Hi,

Hope you are doing good.

We haven't heard back from you since our last conversation. Could you please let us
know if you need any further assistance from us as this ticket will get auto close in a
couple of days.

Feel free to give us a call at our support number 877-753-5373 ext 3 as per your
convenience between or working hours 8:00 AM PST to 5:00 PM PST, Monday to Friday.
For additional support, please do visit our website help.webgility.com.

Thank you,

--------------------------------------------------------------------------------------------------------------------
-

Thank you for contacting Webgility Support.

It was pleasure speaking with you.

As per our conversation, we helped you in ___________ .

We provided you the needed information and updated you the same.

The case number assigned for the issue on call is _______.

For additional support. feel free to give us a call at our support number 877-753-5373 ext 3 as per your
convenience between our working hours, Monday to Friday.
Ashish Choudhary
Customer Support Representative
P. (877) 753-5373 ext. 3 | E:support@webgility.com

For any further clarification & additional support, please do visit to our website
help.webgility.com.

=================================================================

ASSISTANCE MAIL -

We hope you are doing well.

We would like to remind you that we haven't heard back from you since our last email.
Could you please let us know if you need any assistance from us? you can also give us a call
on our support number (877) 753-5373 Ext. 3 between 8 AM - 5 PM PST (Mon - Fri) and
one of the support experts will assist you with the same, for any further clarification.

For additional support, please do visit our website help.webgility.com.

=================================================================

Closing Follow up :

We hope you are doing well.

Since we haven't received any response from your end in our last follow-up. We would be
closing this ticket as resolved. Please contact the Client Support team at P: (877) 753-5373
Ext. 3 between 8 am to 5 pm PST(Mon - Fri) if you have any further questions or issues.

Thank you for using our product.

================================
Troubleshoot steps for Qb connection

Restarted the services for QuickBooks and WD.

Ended the task from Task Manager for all QB's processes.
Checked the company file location.
QB and WD ran as admin,
Uninstalled and reinstalled Merge M,
Restarted the services for QB and SQL,
Tried regenerating the certificates.
Still getting the same error,
Restarted the computer still the same,
Check for QBs updates as well.