Add or Edit Users Internally
To edit an existing user: Click Utilities Icon>Click Security administration>Double click or Select the employee>Make appropriate updates>Click OK to save
To add a NEW user: Click Utilities Icon>Click Employee Profile>Click Insert>Enter Information>*For desktop users, be sure to check 'Is Log-in User">Click OK to save. Click Security Administration>Click Insert>Create user id and password>Click Employee ID dropdown box>Select employee>Assign appropriate permissions>Click OK to save.
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From customer account>Click Appt/Svc history> Click Insert Ticket>Click Reference tab> Add PO# in the PO box
Go Back To Add Time & Activity On Ticket From Prior Day
On Desktop: Open Customer Record>Click Appt/Svc History>Open Ticket>Click Time Card>Click Insert>if no TecH Assigned Select from Employee ID Field>Enter Time In/Time Out or Total Minutes>Make Sure Rate Code is Selected>Click OK to Save In App as ...
Mobile App Update-Android
All Android users will need to use version 11 or newer as of 10/26/23
Change Zip Codes On Mailed Out Invoices
On Customer Record> Edit Zip Code on General Screen>If account has Bill-To Address Click the Email/Misc Tab>Edit Zip Code in Bill To Zip Field>Click OK to save.
Bill to Address Search
Add as Click the Customer List>Searches>Name/Address>Enter an address in Street Address 1 field>Be sure the Site/Bill to Box is Checked