Tips & Tricks

/Tips & Tricks

Throw Those Change Order Accessories Out with the Bathwater

By | 2018-05-22T16:45:40+00:00 May 22nd, 2018|Blog, Tips & Tricks|

Removing accessories on a Change Order doesn’t have to be complicated. In fact, it’s really easy! Instead of entering a quantity of items to remove, just follow the instructions below. To remove all accessories when you remove a parent item [...]

How Do I Turn it Off?? An Auto-Deliver Product Story

By | 2018-04-25T14:47:34+00:00 April 24th, 2018|Blog, Tips & Tricks|

The auto-deliver product function is pretty handy for those stand-alone (AKA point of sale) invoices where a customer can walk in off the street and buy products without having them installed. However, sometimes you might want to turn off this [...]

I Came. I Saw. I Printed a Combined SO Report

By | 2018-04-25T14:47:42+00:00 April 24th, 2018|Blog, Tips & Tricks|

After completing a change order, you can print a combined sales order report for your client. Combined SO reports are useful because they show the contracted sales order with any change orders you’ve added. Depending on your preferences (or on [...]