• Generate an Expense Report

    • July 26, 2021
    • Heather Carter

    To generate an Expense Report that has a list of expenses by date range and category, click the “Reports” tab. Then click “Expenses“ Next, select the date range and category you would like to show on the report. (Note: It shows the current year to date as default) You can…

  • Quick Dispatch Feature

    • Heather Carter

    The Quick Dispatch feature can be used in a few different ways and is great for snowplow companies who need to add a constantly changing group of customers to their schedule in an instant to get their crews dispatched quickly. Use it as a “multi-add” where you can add several…

  • Editing a Paid Invoice

    • July 22, 2021
    • Heather Carter

    If you need to edit an invoice that has already been paid (example: you received a check and entered it and marked an invoice paid, but later found out the check bounced) you can do this: Delete Payments For the Invoice Before you can edit a paid invoice you need…

  • Accepted Estimates

    • Heather Carter

      To view your accepted estimates please click on Finances > Estimates in the menu and make sure the “Accepted” filtering option is clicked:

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