On an almost daily basis we get Emails from customers thinking we did not apply their payment. Despite the payment showing on the invoice, they still overlook it. Our old system had a huge red PAID STAMP. This prevented any confusion and made it clea...
Hello!ST only has one email invoice template for all business units. We would like to be able to change the invoice template by business unit. We need to word some of the emails differently based on the business unit. Any ideas? Thanks!
After recording payments sent in by telephone our company emails the customer a copy of their invoice showing the payment has been applied leaving a zero balance. The company choice is to send only "aggregated" invoices but that is only one of the op...
We're having some challenges with this new process and wanted to see if anyone else has figured out work arounds.1. When a tech needs to add notes or work on estimating a repair, our Dispatcher adds another appointment to the already completed job. W...
Is anyone able to tell me if there is a way to make our estimates include the image that is associated with the equipment?For example:Our techs are in the field, create several estimate options, and can click Present while in front of the homeowner. ...
I think it would be handy if you were able to see what attachments were sent with an invoice.
Shamelessly stealing the screenshot from @BCN because I don't have this update yet. This makes me SO HAPPY. And to be able to set it by job type, business, unit, tech, AND exclude specific customers?? This is a HUGE WIN! Thanks Yawl!
Currently, we're able to edit the subject line of estimate emails that get sent out to customers. When a customer accepts and signs an estimate, an automatic confirmation email is sent back to them. The subject line appears to show as "*Estimate Name...
We have an unacceptable amount of email invoice recipients which say they never received there emailed invoice.It would be very desirable we could log if they have opened the invoice and the date/time (similar to the estimate program). Better yet... ...
