Adding items

You can add new line items to your jobs, invoices and estimates from your items list or creare new ones on the fly. Adding an item to a job 1. Open one of your jobs to edit it (From your schedule, reports or search( 2. Navigate to the finance tab 3.Click […]

Sales Report

The sales report is a tool to view track and view your company’s sales. The sales report can be accessed by navigating to: Reports > Sales. easily view a break down of your jobs and invoices along with the client information and ad group source. Use the time selector, ad […]

Activity Report

The activity report is a tool to track and view all your users account activities. The estimates report can be accessed by navigating to: Reports > Activity. Use the time selector or the user selector to narrow down your results.

Estimates Reports

The estimates report is a tool to view and manage your estimates. The estimates report can be accessed by 2 ways: 1. Navigating to: Reports > Estimates. 2. Navigating on the “Estimates” tab on your left menu. With the estimates report you can search for any estimate and get the […]

Invoices Report

The invoices report is a tool to view and manage your invoices. The invoices report can be accessed by 2 ways: 1. Navigating to: Reports > Invoices. 2. Navigating on the “Invoices” tab on your left menu. With the invoices report you can search for any invoice and get the […]

Assigned technician notification

You can easily set a automatic notification to your technician when he is assigned to a job. To create a notification navigate to: Administration > Notifications To add a notification click “Add New” and select who will receive the notification Select the “Assigned Techs” option Choose the notification method: SMS, […]

Client notification

You can easily set a automatic notification to a client when he is assigned to a job. To create a tech notification navigate to: Administration > Notifications To add a notification click “Add New” and select who will receive the notification Select the “Assigned Client” option Choose the notification method: […]

Notification setup

Notifications are a powerful tool for a service business owner to stay updated with work flow changes. You can set a custom notification to pretty much any action preformed in your business. To create a notification navigate to: Administration > Notifications To add a notification click “Add New” and select […]

Jobs management

The jobs page is considered the best view for getting as much information about your jobs as possible. Each line represents a job with more data in the following columns: Job ID – Click here to edit this job. Dispatch – Who entered the job into the system. Name – […]