Step 4 Office Functions

Pick the ones that are most interesting for your business to start with, but then keep coming back to learn about our ever-growing features designed to make your business run smoother and more profitably.

Part 1: Pricing, Taxes and Getting Paid

• Tax Rates
• Product Pricing Rules
• Connecting to QuickBooks

Part 2: Routing Should be Easy

• GPS
• Recurring Events
• Manually Creating an Appointment
• SMART Routing
• Moving Appointments
• Calendar scheduling Time Off and Holidays

Part 3: Know Your Customers

• Additional Customer Data
• Preloaded Items
• Do Not Sell List
• Sell Only List

Part 4: Inventory

• Product Categories
• Creating Products
  • Products
  • Labor
  • Flat Rate
  • Recurring/Rentals
• Restocking
• Truck Inventory Minimums, Tax Types and Adjustments
• Transferring Inventory
• Taking Inventory
• Creating a Purchase Order
• Receiving against a PO

Part 5: Advanced Invoice Features

• Resend a customer invoice
• Editing an Existing Invoice
• Creating an Invoice from the Desktop

Part 6: Trouble Shooting

• Historical Data Lookup (Tracking data changes)
• Invoice Not Auto-Emailing
• Data missing from Handheld

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