Customer List Setting – Amount Owed vs Balance: There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display the Amount Owed or the Balance on the Customer List. The Balance amount is the total of all Invoices that have a status of Work Authorized […]
Tuesday Tool Tip – Customer List Setting Read More »
Calendar Auto Sync Setting: With Version 15.5 of the App, we released a Calendar Auto Sync setting. With this setting activated, the technician’s calendar on the app will automatically pull down new appointments in the background. The technician could be in another part of the app or not on his device at all, and the
Tuesday Tool Tip – Calendar Auto Sync Read More »
New Settings to More Easily See Customer Notes on Invoice: We created two new settings to more quickly and easily get to the Customer Notes on an Invoice, without having to drill into the invoice. The first setting is to display the Customer Notes on the Invoice table in the Customer Record. If there is
Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice Read More »
