You can collect the payment as a deposit against the work order before creating the invoice. The steps are the same as collecting payment for an invoice. This way, when you convert the work order [...]

The worksheet details sheet is the timesheet that is automatically created when you start a new job. That timesheet will be directly associated with a job dispatch that has been received in the [...]

To find your employees timecard data, return to the schedule calendar by using the “schedule” button in the top navigation bar. Here, locate the timesheet button in the function box and click on [...]

If you would like to change your invoices, find the general settings under the settings drop down menu in the navigation bar. From here, select the “invoice” option from the pop-up out menu, and [...]

If you would like to add a new expense type, find the general settings under the settings drop down menu in the navigation bar. From here, find and click on the “expense type” option from the [...]

If you would like to add a new expense type, find the order configuration settings under the settings drop down menu in the navigation bar. From here, find and click on the “sales tax” option [...]

In this case, there are two options. First, you may simply have overwritten your quote price automatically generated using the job pricelist with a price of $0. In this case, simply change the [...]

If your customers are not receiving their invoices by email, it is likely that this function has simply been disabled in your settings. To enable this setting, locate the settings drop down menu [...]

To add a new customer to your customer database, use the drop down contacts menu in the navigation bar and select “add new contact”. Here, you can fill in all of the relevant information about [...]

If you know your password, please log in to YourRadar and open the personal application. Here, you may enter your current password, and enter your desired password twice. Please click on the blue [...]