Mobile App Update-Android
All Android users will need to use version 11 or newer as of 10/26/23
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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
Update Correct Post Date
For Future Invoices: From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field>Select appropriate date>Click OK to save. For Current Invoices posted as paid but NOT processed/debited: Follow ...
Update Current Invoice and Autopay
Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...
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
Get out of Address Validation W/O Making Changes
Click Cancel instead of Update. This allows you to save the address on the customer record without making updates.