Clients

What is a Client Summary Report?
The Client Summary report lists all completed and pending services as well as all open service fees for the current cycle in an excel format. To generate ...
Mon, 30 Jun, 2014 at 9:26 AM
A client has requested to delay their inspections, how can I do this?
In the Client window, select the Client and click Delay. Select which service to delay and enter the expiration date and "contact by" date, click ...
Mon, 30 Jun, 2014 at 9:26 AM
How can I set up a client for paperless billing?
In Client summary, click Edit Client, select Send invoices via email, enter billing email address and click Update Client to save.
Mon, 30 Jun, 2014 at 9:27 AM
How can I split invoices by locations?
In Client summary, click on Edit Client, then check Split invoices by location, and click Update Client to save.
Mon, 30 Jun, 2014 at 9:27 AM
How can I exempt a late fee for a client?
In the Client summary window; click Edit Client check Exempt client from late fees and click Update Client to save
Mon, 30 Jun, 2014 at 9:27 AM
I just entered a new Client and it’s not coming up as a match in global feature>advanced search why?
It can take up to 15 minutes for new values to be available in advanced search due to the amount of fields being indexed (Addresses, client location field...
Thu, 4 Sep, 2014 at 10:28 AM