Knowledgebase

When planning out services, revenue, and products needed, it is helpful to have a place to see what has already been done and what you still have to complet...

Use our technician efficiency report to view information from a specific date range for what your technician(s) have been able to complete. We allow you to ...

The Completed Service Log is located under the "Reports" tab on the left-hand navigation menu. Here you can view, export, and print repor...

If you find yourself needing to change recorded information about a completed service that appears on the Completed Service Log, you can do that by clicking...

The Payment Log Report will provide a list of payments that have been recorded.  Filters The following filters at the top of the page can be used...

1. Enabling Time Tracking Before your team can start logging hours, an administrator must enable the feature in your global settings. Hover o...