You can exclude the sales tax to your customers. Please look at top left of any customer profile screen. You’ll see a “Non profit” option. Check the box and make sure to click “Update” at the bottom of the screen.
Month: April 2018
There are two ways to convert an Estimate to a job for customers. If you create an estimate as a customer you’ll see a “Schedule” link to the right of the estimate.
If you click on that a new window
There are three ways to convert a prospect’s estimate to a job.
The first way is to go into “Prospect Profile”, go down to “Make ’em a customer area”, bring down the above estimate, insert job date, and click “Make
Paying multiple invoices for a single customer is very easy. First, you need to go to “Invoices” tab and click “Search”. Make sure to select “Unpaid Invoices” and type in last name on the search box and click “Search”.
All
Scheduling a recurring job starts in the customer profile screen. Go down to the scheduling area and schedule job as usual. At the bottom of the screen is the option to “Schedule Jobs as Recurring”.
Make sure to tick the
This is the where you can set up more options for your needs.
- Phone Format: If you’re in the U.S. or Canada you select the first option and enter the phone number in the box.
- Currency: For US
You can manage your employee’s pay in the “Employee Profile” screen. As you can see you have several options for the payment. It can be hourly, comission only, hourly & comission, hourly & salary, salary & comission and salary only.
Question: How can I export customer?
Answer: To export customers, you can click the “import/export” dropdown under the “Customers” tab.
On the export screen you can then check the name/address option and click “export”. This is the easiest
Tokens are used to personalize emails, letters, and text messages. There are many tokens that can be used such as %firstname%, %fullname%, %emailaddress%, etc. You can use as many or as far as you want to be, but be aware
You can attach a photo of your employee when you send out emails to your customers.
Please visit the email automation screen and insert employee photo into scheduling confirmation and appt reminder emails. You can simply follow the link to