The Routing Feature allows you to track mileage for your equipment. Read here to find out how to do that. To generate a report of this tracking mileage go to the Reports Tab.Then click “Truck Mileage Tab“Select the date range you want to show on the report. Select the crew or…
Learn about Automation Trigger Conditions
Learn How to View Automation History
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