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Overview Imagine being able to organize your workflow visually—moving tasks, prospects, appointments, or proposals through stages just like a sales or project pipeline. That’s the concept behind TaskBoards .
This article will review:
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Overview
When you first get an EIN Number, the IRS sends you an EIN Confirmation Letter (CP 575).
If you got your EIN Number online, you can download the CP 575 online If you got your EIN Number by mail or fax, the IRS will mail you a...
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Overview
Color blocks can be enabled to help you visualize the appointments on your calendar. You may find it helpful to glance at an appointment and tell by the color block which service is being provided or quickly tell how busy a Ser...
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Overview
The Maps page is simple at first glance, but its many features allow for strategic planning and execution of route schedules by utilizing the power of Geographic Zones (aka GeoZones).
This article will review:
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Overview
Here you may learn how to charge a customer a finance charge and/or credit card surcharge (credit card convenience fee) on an invoice.
Before you set up a Credit Card Surcharge in our system, please review your state's surch...
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Overview This section discusses additional ways of paying multiple invoices for larger commercial clients. However, these are options that are possible to do for residential, single customers as well. Typically, these are only really utilized by ...
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Created On: 07/10/2024
in Brand Administration Overview Dispatch is our "call center" module, meant for internal call centers. It can be used for globally searching contacts within the brand as well as scheduling appointments and more. There is also a Dispatch Queue for following up on propo...
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Overview
Capacity and Demand go together to create better scheduling and routing of agents and teams. It takes into account what supply is available for the demand of that day's appointments.
This article will review:
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Overview Checklists show up on the My Schedule page when a User first logs into the web. This compliments having checklists presented on the home menu page in the app. Checklists are listed on the associated user's details page in a new tab (all ...
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Overview Credit Memos and W rite Offs are similar in that they are both invoices with a negative balance that can be used to pay off a contact's remaining balance. The difference is that a credit memo is a credit that the contact can use to t...
