Drag and Drop Yes, we finally have it – Drag and Drop on the Calendar. With Drag and Drop you can easily move calls around and even move calls from the Open Call list onto the main dispatch calendar. To reschedule a call, simply left-click on the call and then drag it to the new …
Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer Record to easily find all customers with a Revenue Note. Remember, Revenue Notes are a great way to flag revenue opportunities within your customer base. Whether it is a customer …
Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer Report by Zones. This gives you the ability to create a list of all customers in a particular zone. From here you can target your customers for marketing …
New Personalization Variables We recently added 3 new personalization variables to customize the communication when sending invoices. These variables include the first name, the last name and a variable that combines the first and last name together. These variables are to help those companies who have a customer name format of “last, first”. Now with …
Tuesday Tool Tip – New Personalization Variables Read More »
When it comes to invoicing and payments, it can be difficult for HVAC technicians to put together an accurate invoice in a timely manner. Discrepancies in price, lack of communication, and confusion can all make customers feel like they’re being taken advantage of. It’s important that you technicians have the best HVAC flat rate pricing …
HVAC Flat Rate Pricing Software 101: Choosing the Right HVAC Software Read More »
