HVAC Business Solutions

Tuesday Tool Tip – Overdue Invoice Report Updates

Overdue Invoice Report Upates: Over the weekend we made some updates to the Overdue Invoice Report. Specifically, there were 3 updates: Ability to Search by Customer Displaying the Total Amount Overdue across all Invoices Displaying Page Totals Overdue Invoice Report – Search by Customer If there are many outstanding invoices, it is now easier to […]

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Notes Display

Tuesday Tool Tip – Setting to More Easily See Customer Notes on Invoice

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

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Old Equipment Report Example

Tuesday Tool Tip – Boost Sales this Summer by Targeting Old Equipment

Find Old Equipment to Boost Sales: The Report Dashboard has a simple and easy way to find customers that have old equipment. One of the 30 plus reports in Report Dashboard is the “Old Equipment” report. With this report you set the age of the equipment, thereby determining what is “old equipment” for your company.

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