Pick the ones that are most interesting for your business to start with, but then keep coming back to learn about our ever-growing features designed to make your business run smoother and more profitably.
Part 1: Pricing, Taxes and Getting Paid
Part 2: Routing Should be Easy
- GPS
- Recurring Events
- Manually Creating an Appointment
- SMART Routing
- Moving Appointments
- Calendar scheduling Time Off and Holidays
Part 3: Know Your Customers
- Additional Customer Data
- Preloaded Items
- Do Not Sell List
- Sell Only List
Part 4: Inventory
- Product Categories
- Creating Products
- Products
- Labor
- Flat Rate
- Recurring/Rentals
- Restocking
- Truck Inventory Minimums, Tax Types and Adjustments
- Transferring Inventory
- Taking Inventory
- Creating a Purchase Order
- Receiving against a PO
Part 5: Advanced Invoice Features
- Resend a customer invoice
- Editing an Existing Invoice
- Creating an Invoice from the Desktop
Part 6: Trouble Shooting
- Historical Data Lookup (Tracking data changes)
- Invoice Not Auto-Emailing
- Data missing from Handheld