• 101 – Getting Started
  • 300 – Customer Management (video)
  • 400 – Create an Estimate (video)
  • 500 – Job Overview (video)
  • 550 – Routing
  • 600 – Timesheets
  • 700 – Employee Pages
  • 750 – Access Control
  • 800 – Credit Card Payments
  • 930 – Price Per Cut (video)
  • 950 – Snow Removal
  • Chemical Tracking
  • Customer Management
  • Equipment
  • Estimates
  • Expenses
  • FAQ – I want to add a new Applicator
  • FAQ – I want to add photos to my customers
  • FAQ – I want to use a double window envelope and provide a payment stub
  • FAQ – I want to add a new Crew
  • FAQ – I want to add a new Employee
  • FAQ – I want to add a product or service to my catalog
  • FAQ – I want to add an attachment
  • FAQ – I want to add an attachment to my expense
  • FAQ – I want to add expenses or payments to my menu bar on the left side of the screen
  • FAQ – I want to add multiple service addresses and/or service dates to an invoice
  • FAQ – I want to add or change the background of my invoices
  • FAQ – I want to add payment method and check number to an expense
  • FAQ – I want to add property manager information
  • FAQ – I want to add tags to my Customers
  • FAQ – I want to add timesheet entries
  • FAQ – I want to apply a credit to an invoice
  • FAQ – I want to approve/reject timesheets
  • FAQ – I want to assign an employee or crew to a job
  • FAQ – I want to automatically generate invoice(s) from jobs
  • FAQ – I want to automatically send email notification to the customer when a job is done
  • FAQ – I want to change employee access level
  • FAQ – I want to change the background of invoices and estimates
  • FAQ – I want to change the default email messages for invoices and estimates
  • FAQ – I want to change the invoice date on a recurring invoice template
  • FAQ – I want to check the status of my timesheets
  • FAQ – I want to copy from an existing chemical application, make small changes, and save as new
  • FAQ – I want to create a job from my estimate
  • FAQ – I want to create an Invoice from a Job
  • FAQ – I want to create Customers with multiple Properties
  • FAQ – I want to create different tax rates for my cities and counties
  • FAQ – I want to delete an invoice
  • FAQ – I want to delete one day of a recurring job
  • FAQ – I want to display our email, url or fax# on invoices and estimates
  • FAQ – I want to email multiple invoices in one batch
  • FAQ – I want to enter my costs and view the profit amount for each estimate
  • FAQ – I want to export all of my timesheet data
  • FAQ – I want to export my data and save it on my computer
  • FAQ – I want to find the send date of an email
  • FAQ – I want to generate a sales tax report
  • FAQ – I want to generate an invoice directly from an estimate
  • FAQ – I want to get my profile mini url
  • FAQ – I want to grant admin access to an Employee
  • FAQ – I want to grant limited access to an Employee
  • FAQ – I want to import customers from csv or excel files
  • FAQ – I want to inactivate a customer record
  • FAQ – I want to issue a credit to a customer
  • FAQ – I want to know how many employees I can create
  • FAQ – I want to know the difference between a job and a task
  • FAQ – I want to know the quickest way to find a customer from any page
  • FAQ – I want to know why sales tax is not showing up on a new estimate/invoice line
  • FAQ – I want to learn about Employee Jobs Page
  • FAQ – I want to learn more about the ‘Show More’ Button
  • FAQ – I want to link an expense to a vendor
  • FAQ – I want to manage the timesheets of another employee
  • FAQ – I want to measure lot size(s) using satelite images
  • FAQ – I want to print multiple invoices at once
  • FAQ – I want to record a partial payment
  • FAQ – I want to record a payment amount larger than the invoice amount
  • FAQ – I want to record payments without invoices
  • FAQ – I want to record the area size, quantity, unit, wind details and temperature for a chemical application
  • FAQ – I want to remove employee access
  • FAQ – I want to remove tax fields from my invoices
  • FAQ – I want to see an aging invoices report
  • FAQ – I want to see an audit trail of a timesheet record
  • FAQ – I want to see my Invoices according to status (New, Pending Payment, Paid, Inactive)
  • FAQ – I want to see my profit and loss estimates
  • FAQ – I want to see the available credit and credit history of a customer
  • FAQ – I want to see the Last Serviced Date for all my properties
  • FAQ – I want to send a receipt to my customer
  • FAQ – I want to send invoices to the customers
  • FAQ – I want to set a Chemical License/Certification # for an Applicator
  • FAQ – I want to set a default quantity for a product/service
  • FAQ – I want to set a Past Due Amount on an Invoice
  • FAQ – I want to set a priority for a job or task
  • FAQ – I want to set an invoice delivery preference for each customer
  • FAQ – I want to set up a product or service without a sales tax
  • FAQ – I want to set up a recurring invoice for a customer
  • FAQ – I want to set up a recurring Job
  • FAQ – I want to set up default payment terms
  • FAQ – I want to set up default prices and taxes for my products and services
  • FAQ – I want to set up Price Per Cut
  • FAQ – I want to set up property-based pricing
  • FAQ – I want to set up recurring maintenance tasks for my equipment
  • FAQ – I want to set up sales tax for an existing Customer
  • FAQ – I want to set up the timesheet feature on my account
  • FAQ – I want to setup a Customer who is a Property Manager
  • FAQ – I want to sort my Customers by Last Name
  • FAQ – I want to stop a recurring job and delete future occurrences of that job
  • FAQ – I want to update or delete a customer credit
  • FAQ – I want to use a CheckIn/CheckOut process to track my equipment
  • FAQ – I want to view all my timesheet entries
  • FAQ – I want to view timesheets for an employee
  • FAQs – Access Control
  • FAQs – Payments and Credits
  • General FAQs
  • Home
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  • Product Catalog & Pricing
  • Reports
  • Sales Tax
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Equipment

HomeEquipment

FAQs and Tutorials

  1. Set up recurring maintenance tasks for my equipment
  2. Use a CheckIn/CheckOut process to track my equipment

Other Tutorials

Customers (CRM)

Jobs & Scheduling

Routing

Sales Tax

Snow Removal

Estimates

Invoices

Payments

Credit Card Payments

Lot Measurements

Employees & Access

Time Clock

Equipment

Product Catalog & Pricing

Expenses

Chemical Tracking

Reports

Export & Backup

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