Time Entries
Payments
- How to Charge a Customer from an Inspection, Proposal, Work Order or Invoice
- How Deposits Carry-over to Work Orders & Invoices
- How to use Payment Deposits or Saved Payment Methods on Proposals
- Payments in the Field
- Saved Payment Methods
- Payments FAQs
Inspections: Scheduling, Dispatch & Management
- How does an inspection get marked complete?
- Fire Extinguisher Setup Guide
- Activity Feed (Previously Tech Messages)
- Managing Vehicle Suppression Inspections
- Managing Tag Colors
- Understanding Control Panels V2
Inspection Reports
- How to generate an inspection report
- How to Add Photos to Completed Inspections on the Backend
- How to Set Inspection Report Display Names
- How long do reports take to generate?
- How to Add a Cover Letter to your Inspection Reports
- How to publish multiple inspection reports at once to the Customer Portal
Invoices
- How to create an invoice from the backend
- How to Void and Invoice
- How to convert a work order to an invoice
- How to Link an Inspection or Service Report to an Invoice
- How to Use Invoice Messages
- How to Enter a Payment on an Invoice
Proposals
- How to create a proposal
- Using Profit Margins on Proposals
- Grouping on Proposals
- How to use Proposal Reminders
- How to create a user added proposal status
- The ability to add multiple terms and conditions and exclusions to a proposal
Service: Scheduling, Dispatch & Management
Analytic Reports
Accounts & Contacts
- How to Use Visit Reminders
- Understanding the Account & Contacts Hierarchy
- How to set up and manage Accounts
- Building Contact Roles: What are they?
- Building Contact Roles: How to set them
- How to delete a contact