Add an option to filter the alert with business units
Payment applied alerts do now allow for an option to filter by business unit. This would be helpful so department managers can be notified.
Posts
Resolved! Skill set capacity vs adjustable capacity planning
I am getting ready to set up capacity planning for my business and today I read on here that you have to choose between manual adjustment capacity and skill capacity when setting up. If you chose manual adjustment capacity, is the CSR still able to s...
Resolved! Changing the look of invoices
I would like to make changes to our invoices. I would like to make the acknowledgements where the customer signs larger and if possible, in red so it sticks out better so the customer actually reads what they are signing.
Adding to customer and location page
I've been wondering if there is functionality for this for a while. I have a tendency to forget to click the toggle to add the note to both the customer and location page, but there is no way for me to go in and edit to retroactively add the note to ...
Burden Rate on Salesman
Does anyone have a way of showing the burden rate of the salesman commission on installs job costing? I know we can set the payroll to reflect commission, but nothing I can find will show the burden rate for them.
Hypersensitivity Tracking for Customers
Looking for best practices on how to track Hypersensitive individuals that need to be contacted, our state requires 72 hour notice prior to spraying and a record of all communication attemps/successes to each person on the list. any suggestions?
Email Sent Display on Invoice Screen
We do not use the automatic email feature for our technician's completed invoices. Our accounting department needs to review the invoices for accuracy. It would be beneficial if there was an indicator on the invoice screen to determine if an email ha...
Tell me what you think!
I put this idea out there awhile ago and it didn't get much traction. I am really trying to get as much support as possible for some of these ideas so if you think it's a good idea please go vote for it! I would so appreciate it. click this link to v...
Online Payment Link not appearing on email
Hey everyone just need help with a simple question and I'm not sure if there is a way to fix it on our side. Our invoices that are being emailed over are not showing the 'Online Payment Link' we have set up in the invoice email settings. It shows all...
Multiple invoice email templates
We recently changed our invoice email templates to emphasize our invoicing and payment policy to prioritize getting customers to pay their invoice if a balance is due.However we've been having a large amount of customers emailing back stating they've...
