• Default Items & Services for a Property

    Table of Contents Overview Add Default Items or Services to a New Property Add Default Items or Services to an Existing Property Overview If you use the same items and services every visit to a property, you can speed things up by assigning default items and services. To do this,…

  • Add a Note to a Property

    To add a note to a property, click the “Customers” tab then click “Properties“  Find the property you would like to add the note to and click the pencil button beside that property. Scroll down and you will see the box for internal notes.  You can click the box to start…

  • Add a Note to a Customer Profile

    To add a note to a customer, click the customer tab>customers. Find the customer you’d like to add the note for and click the pencil icon for that customer. Scroll down and you will see the box to add Customer notes that only you will be able to see. This…

  • Track an Employee’s Time

    To manually enter time for your employee, click the “Time Tracking” tab. Click the green  “+ Add Time” button Select the Employee you are tracking time for. Next, choose the Customer and Property this time was spent on. Select the category of the work. Select the date, start time, and…

  • Add a New Tag

    How to Add a New Tag

  • Create a Text Messaging Group

    You can send a group of customers a text message at once to save time. This will send an individually text to each customer in the group, not one big group text. To create a group for text messaging, click the “Text” tab, then click the “Send Text Messages” tab….

  • Edit a Text Messaging Group

    To edit a Text Messaging Group, go to the Text Tab and then click “Send Text Messages“. Then click, “Groups” in the customer box. To edit the Group Name: click the pencil button To edit the Group Members: click the little person icon To delete a group: click the red…