Mobile App Update-Android

• Related Articles

• 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 the Billing Method for Recurring Charges

  This guide explains how to change the payment method for a customer's scheduled recurring charges. This is useful when a customer wants to switch from manual payments to autopay, or change the credit card or bank account used for automatic payments. ...

• 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