Support & Resources
We’re here to help. Whether you need live technical support, remote assistance, self-serve documentation, or training resources — the Collect! support team has you covered.
What’s Included With Your Collect!
New Users
- Installation included
- Free orientation & training hours included
- Online Help documentation
- Help Desk support
- Optional technical services
Cloud Users
- Membership included
- Maintenance & backups included
- Updates & upgrades included
- Online Help documentation
- Help Desk support
Premise Users
- First year of Standard Membership included
- Optional membership after first year
- Variety of membership options
- Online Help documentation
- Help Desk support for Standard Members
How Can We Help?
Live Help Desk
Speak directly with our experienced support technicians. Available by phone and email during business hours for all current members.
Remote Assistance
Let our technicians connect to your system securely for hands-on troubleshooting, configuration, and guided walkthroughs.
Documentation
Comprehensive online documentation with detailed indexing. Search by topic, screen name, or keyword to find step-by-step instructions.
💬 Help Desk Support
Live in-house Help Desk support is available at no charge to all hosted subscribers and standard members for application questions and basic troubleshooting. Trained technicians are available to answer questions and provide resources on Collect! features, processes and configurations.
Open a ticket • Send an email • Call us directly
🆔 Collect! Membership
Standard Membership
- Free access to Help Desk Support
- Over 60% off on technical rates
- Member pricing on modules & additional seats
- Priority technical services
- Weekend & holiday emergency callback
- Free software updates within your major version
- Access to Member Center (videos, tickets, portal)
Updates-Only Membership
- Over 60% off on technical rates
- Member pricing on modules & additional seats
- Free software updates within your major version
Optional Technical Services
Training & Walk-Throughs
Remote one-on-one sessions with a technician on specific Collect! functions, processes, or configurations.
Configuration & Customization
Settings adjustments, custom tool building, screen edits, run plans, and workflow modifications to suit your requirements.
Custom Reporting
Specialized report and letter creation via the Report Generator. Modify stock reports or build from scratch.
Consulting
Workflow optimization and efficiency improvements. Let our specialists review your processes and recommend enhancements.
Data Migration
Transfer data from other collection systems into Collect! Multiple service options available for any volume.
Onboarding Services
Import maps, letter template individualization, and custom configurations. 20% discount for 60 days after purchase.
Member Resources
Training Videos
A large library of training videos covering setup, daily operations, reporting, and advanced configuration.
Watch Videos →Webinars
Recorded webinars on new features, best practices, and workflow optimization from Collect! specialists.
View Webinars →Release Notes
Stay current with the latest Collect! updates, patches, and new feature announcements.
Read Notes →Support Tickets
Submit and track support requests through your Member Center dashboard. View history and status updates.
Open Ticket →New to Collect!?
Our onboarding process ensures you’re set up for success from day one.
Orientation
Live one-on-one orientation session with a support technician to get you familiar with the system.
Configuration
We help you set up your company profile, user accounts, letter templates, and import maps.
Data Migration
Our specialists import your existing accounts, clients, and financial data into Collect! accurately.
Go Live
Ongoing support as you transition to daily operations. We’re a phone call away whenever you need us.
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Need help right now?
Our support team is ready to assist. Reach out by phone, email, or start a remote session.
Contact Us Remote Assistance