Job Summary
How do I get the Job Summary to automatically appear on the invoice?
How do I get the Job Summary to automatically appear on the invoice?
What are some reasons for the HOLD status in the review section of the AR Hub? Working on utilizing the review status, and process. Who reviews invoices in your office - is it a Service Manager, CSR/Dispatcher, or someone in your Business Office?
We are considering moving away from QuickBooks and I'm looking for alternatives. What do other companies with 70k+ customers use? Do you like it? Any issues? TIA!
A report to export for merged customers and locations would be helpful to updated and verify accuracy in account software,
So when we loaded the first go at our customer list into ST we had some issues. So the QB file was cleaned up and when we went live the old QB file was loaded into ST. Now I have credits on payments under customer files because it did not have an inv...
Hello, I would like to add on the right side of my invoice where I can see for default the Invoice # Invoice Date Terms Completed Date Customer PO and Due Date, I want to add the start date of the Job.
We have known about the automated refund workflow for a long time now but continue to not use it because our customers want to see for tracking purposes, ease of understanding, and tax purposes the total amount they paid for work out the door on a si...
Is it possible to add the tax zone to the new customer page?
In our Total Home Care Membership we offer $50 in loyalty dollar credits for each consecutive year they are a member that can be applied to any mechanical replacement. Unfortunately, I discovered we haven't been tracking this and I'd like to go in an...
On the customer account page, whenever an invoice is credited in full, it shows as "Paid" rather than "Credited". When we write off an account and send it to collections, it does not show that we "Credited" that invoice, it shows it as "Paid". It mak...
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