Help Squad
Articles
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Locate And View The Estimate PDF
The estimate sent to customers is in a PDF format. If the customer opens the estimate on a mobile device it will look slightly different than the desktop version to compensate for the small screen ...
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Add Notes To Invoices
Keep your team informed with notes. Notes are private and only viewable by Team members. Step By Step Guide 1) First, click on invoices located in the top navigation bar. 2) Next, search and locat...
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How To Unschedule Jobs
Follow the instruction below to unschedule a job. Step By Step Guide 1) First, navigate to the job section. You can access the job section by clicking on the work icon located in the top navigation...
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How To Reschedule A Visit
Step By Step Guide 1) First, click on the work link located in the top navigation, then chose visits from the drop-down menu. 2) Now you're on the visits results page. Search and locate the visit ...
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Add A New Technician.
Follow the step by step instructions below to add a new technician. How do I purchase an additional user license? Our Subscription plans come with one user. If you would like to add additional use...
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Locate And View Your Billing History
You can view your billing history by following the steps below. Step By Step Guide 1) First, click on the more icon located in the top navigation bar, then select setting from the menu. 2) Next cl...
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Customer Payment History
You can locate and access your customer payment history by following the instructions below. Step By Step Guide 1) First, click on the Customers icon located in the top navigation bar. 2) Next, se...
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How To Add Estimates Notes
Keep your team informed with notes. Perfect for jotting down gate and alarm codes, special parking instruction and potential upsell opportunities. Notes are private and only viewable by staff membe...
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How To Reschedule Jobs
Step by step instructions If you find yourself in a situation where you have to reschedule a job. Step By Step 1) First, click on the Work Icon located in the top navigation, then choose Jobs. 2) ...
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How To Unschedule A Visit
Step By Step Guide 1) To unschedule a visit, navigate to the visit section, its located in the top navigation bar. Click on the work link and choose visits from the menu. 2) Now you're on the visi...