Helpful Tips
Some useful tips.
- Reports- Employee Pay/Hours
- Updating Payment Info
- Color Coding
- How to add Tasks
- How to Mark a Job as "Completed"
- Cache Clearing
- Exporting Customers & Prospects
- Make Single Payment for Multiple Invoices
- Adding Signature to Emails
- Google Address Autopopulate
- Google Calendar Sync (No Importing)
- Frequency Period Editing
- Reports- Sales
- Reports- Mileage
- Uploading A Logo
- Back Up Your Account
- How to Merge Marketing Methods
- Appt info that displays on Monthly and Weekly Calendars
- Payment Reminder
- Making Prospects Active Again