Access Electronic Appointment On App
Go to Dashboard> If Appointment is Assigned to you for Today It will appear on the list in your app
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Mobile App Update-Android
All Android users will need to use version 11 or newer as of 10/26/23
Review Customer Equipment From App
From the Ticket: Click the Kabob(3 Dots)> Click Equipment List If no Ticket: Navigate to the Customer List>Open Customer>Click the Kabob(3 Dots)> Click Equipment List
Find Out How Much Chargebacks Are
The fees for a chargeback will appear on your month-end recap. You can view the report, with proper access, by clicking on Reports>Click Monthly Reports>Select and View the month in question>See Fee Section on Recap
Service Reminders & Reminder Report
How to Use Service Reminders and the Reminder Report: 1. Setting Up Service Reminders: Navigate to the customer requiring an inspection reminder. Locate the Service Reminders section. Insert & configure the reminder details, including the date, time, ...
Use Recurring Research tool
You can access Recurring Research via Customer List Icon>Recurring Research or the Reports Icon>Recurring Research. This tool provides a deep dive into your customers' recurring charges and allows you to filter on a multitude of fields. One of the ...