You are able to mark customers you are not currently servicing as inactive. To learn how to mark Customers as inactive, click here. To generate a report to show your Inactive customers, go to the Reports Tab.Click “Inactive Customers“Select the Date Range you would like to be on the report….
You can add notes several places in your account. Some can be seen by your customers and some are internal for your company. You can view any notes that you or your employees have added to invoices, estimates, and visits all in one place. To view the notes, go to…
Learn about Customer Statements
To keep track of the payments made to your employees go to the Time Tracking Tab. Next, click on the “Payments” tab. On this page you will see any previously recorded payments to employees. If you have approved tracked time you need to record a payment for, click the green…
How to View Active time clocks
How to Approve Tracked Time
Learn About Time Tracking
To generate a Written Off Invoices Report go to the Reports Tab.Click “Written Off Invoices“Select the Date Range you want to show on the report. By default it will show current year to date. When the report is generated, you can export an excel sheet, CSV file, or print the report. Click…
To get a report of your Customers that are written off with a balance remaining, go to the Reports Tab.Click “Written Off Customers“Change the Date Range to the dates you want on your report. By default it will show current year to date. Once the report generates, you can export an…
To get a report of your customer sources go to the Reports Tab.Click “Customer Source“Select the Date Range you would like to be on the report. This will show the customers added during the date range chosen. By default it will show Current Year to Date.Select the Customers you would…