-
Last Updated: 11/18/2024
in Setup Home Services The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...
-
Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
-
Last Updated: 07/25/2025
in Setup Home System
Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
-
Last Updated: 06/29/2023
in Setup Home Account Pathway: Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields Descriptions...
-
Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
-
Last Updated: 03/31/2025
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
-
Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
-
Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
-
Last Updated: 11/26/2024
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
-
Last Updated: 01/24/2025
in Sales Home CRM Sales Workflow
This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Cr...