Core
195 articles
Customer record
Add an invoice address
Invoice settings
Send statement
Customer communications timeline
Property history
Work address record
Merge customers
Merge/transfer work addresses
Service reminder widget
Service reminders (Overview)
Scheduling service jobs
Managing active Service reminders
Adding Service reminders to customers
Service reminder report
Job number
Set up and manage Job description templates
Compose and manage job report email template
Enable recalls
After sales care email and SMS template
Abort reasons
Free of charge reasons
Customise the Job Report PDF Layout
Job arrive workflow templates
Setting up job report workflow templates
Set up and manage On hold reasons
Job arrive signature setting
Job report signature setting
Job arrive question template
Job report template
Collect card details at job creation
Set up and manage job pipelines
Job views
Job Stages
Configuring on-site tasks
Set up and manage Diary/Schedule settings
Setting up service windows
Set up and manage shift patterns
Engineer survey email template
Customer estimate confirmation template
Work address estimate confirmation template
Estimate address reminder template
Estimate no access email template
Customer job confirmation template
Work address job confirmation template
Job Address Reminder Template
Work address job access template
Engineer Job Sheet Email Template
Job no access email template
Setting up public holiday templates
Job on our way SMS
Estimate on our way SMS
Set up the Engineer job sheet SMS template
Set up and manage Route optimisation settings
Surveyor estimate SMS
How to set up and manage Work address opportunity confirmation
How to set up and manage On way opportunity notifications
How to set up and manage Customer opportunity confirmation templates
How to set up and manage Proposal confirmation