jenniferg
New Contributor
since ‎04-25-2022
‎01-22-2025

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  • 4 Posts
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User Activity

For Jobs W/O Payment Report, it would be nice to have an option to add Customer Payment Net Terms & Due Date as columns. I use this report to track my account receivables. I generate a sheet with this report for my follow ups, so Net Terms with due d...
I work with property managements, who have different community managers per locations. Frequently, they request to send all outstanding invoices for their specific service location. When clicking on the service location profile, there is no invoice t...
Hi all, I was having some issues with closing out a job and creating a new appointment on a multiple man job. We noticed, since we had recently terminated an employee, who was 100% on the job, we were unable to do these requests. It would be nice in ...
I recently ran into an issue, where I have customer record, but added a NEW Location with a NEW Point of Contact. I want to send the Job Booking Confirmation, but it sends it to the main contact info on the customer record...per location for us, ther...