User Activity

Hi all,We currently Docusign all Membership Agreements (contracts) for customers, and it's quite labor intensive to do each one, as there are a lot of details to personalize. We have about 134 now, but we aim to have 500 memberships by the end of the...
Hi all,New Lady Titan here. We are attempting to use the new'ish Accounting Hub, but we're running into some issues. I'm seeing that other people have had issues and am wondering if there is something I'm missing or if it's a possible bug.Our Admin ...
hello ladies!First time positing in here. I'm hoping to get some help with commercial memberships. We're an HVAC company, and I'm the office manager. I'm hopeful there is an easier way to track memberships in the system.For Residentials, we service t...
Customer Support told me that this wasn't a feature but it sure would be a nice one to have!We would love to have the ability to auto assign invoices to certain people by Business Unit. So that X person automatically receives all the Residential Serv...
Hi all, I wanted to flag an issue that has come up in our office with taking and editing notes. There are times in the Job history that we need to edit notes but still want the original date of the note reflected. There is an auto time/date stamp for...