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James Leichter -
Pro-American Services
March 28
at 9:35 AM to Everyone
New Enhancements to Report
We add the following professionally written copy.
Under Company Terms and Conditions:
1. Terms and Conditions for HVAC Installations (very extensive)
2. Signature Text - Installations
Under Invoice Descriptions
1. Notes - HVAC Installation Notes
2. Notes - HVAC System Includes
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James Leichter -
Pro-American Services
March 21
at 8:40 AM to Everyone
NEW FEATURE - Mobile Screen Optimization
We have been reworking the various screens most often used by technicians, so that they display properly on smaller screens. While we do not recommend using a phone sized screen, we are working towards making all technician related screens display properly on screens as small as 6". We recommend a tablet with a screen size of 9".
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James Leichter -
Pro-American Services
March 14
at 1:48 PM to Everyone
NEW FEATURE - SIGNATURES
Great news everyone. We added a signature box to the checkout process. The signature, which is not required, also appears on the PDF invoice. It is free for all users.
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James Leichter -
Pro-American Services
February 23
at 9:45 AM
Please be sure to let us know what other features and capabilities all of you are interested in. We don't want to waste time developing capabilities that are not your priority.
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Robert Sight -
Independent
March 3
at 11:09 AM
FRPO Now Includes a Customer Signature Box on Checkout. Nice. That is great. We imported our book long ago but are redoing them now. Haven't been in here in a long time.
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Joe Smoe -
Joe Smoe HVAC
March 14
at 1:48 PM
If anyone has ideas to make My.FlatRateSoftware.com even better I'd love to hear about it. I can be reached at jonathanf@aptora.com as well as 913-276-2170
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James Leichter -
Pro-American Services
March 8
at 4:11 PM to Everyone
We added a new Invoice Description. Here it is, in case you wish to add it to your own collection.
Safety Concerns: Red Tagged
WARNING. SERIOUS SAFETY RISK TO OCCUPANTS.
Your gas appliance has been Red Tagged and rendered inoperable due to critical safety concerns that pose a potential threat to life.
What This Means:
A Red Tag indicates a life-threatening safety issue detected by our technician for your protection.
Your appliance has been disabled to prevent operation.
Recommendation:
Do Not Operate: We strongly advise against using this appliance until the safety issues are addressed.
Please have the following issues resolved before attempting to operate the appliance: [List safety concerns].
Undoing Technician Steps:
At your own risk, you may attempt to reverse the technician's actions to disable the appliance.
Disabled By:
Technician Name/ID: [Provide details].
For Assistance:
Contact [Company Name] at [Contact Information] for immediate assistance and to schedule repairs.
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James Leichter -
Pro-American Services
March 7
at 11:23 AM to Everyone
NEW FEATURES AND IMPROVEMENTS
New Vendor Contact Fields. We added the same contact fields to the vendor record as you will see in QuickBooks.
QuickBooks Sync with Vendors: We now synch Vendors in the same way we synch Customers.
We made numerous user interface (UI) improvements in the shopping cart and invoice. These were small tweaks that you may have noticed.
Shopping Cart Item Count: We no longer count Subtotals when displaying how many items are in the shopping cart.
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James Leichter -
Pro-American Services
March 6
at 12:28 PM to Everyone
NEW FEATURES - Orders Page
https://my.flatratesoftware.com/Ecommerce/Orders
We now show Total Amount and the Balance on the orders list.
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James Leichter -
Pro-American Services
March 3
at 11:03 AM to Everyone
New Features in the Flat Rate Plus App
These two features are to make deleting unwanted tasks easier and faster.
1: When viewing the details of a task, you may now click Menu > Delete Task. The menu is located at the top right of the task.
2: When viewing tasks in the task list, you may now delete multiple tasks. To do this, tick the existing checkbox (on the left of each task) of as many tasks as you wish. Select "Delete" from the Bulk Actions menu and click Submit Action. Be careful. You cannot get them back. Use the Inactivate option when you are not 100% sure.
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James Leichter -
Pro-American Services
February 17
at 3:29 PM to Everyone
NEW FEATURE ADDED.
We added the ability for you to add a subtotal to your shopping cart. What can you do with that? That allows you to group up your related tasks. You can offer "Required" repairs and "Highly Recommended" repairs.
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Jeff Speakman -
All-Temp
February 14
at 8:38 AM
James, can you add your own description to the subtotal?
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James Leichter -
Pro-American Services
February 17
at 3:29 PM to Everyone
How to Email an Invoice
When you finish the payment and click Checkout, click the View Invoice button. Click the "Email PDF" button at the top on the Invoice, enter an email address, and click Email PDF.
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James Leichter -
Pro-American Services
January 30
at 2:48 PM to Everyone
Download the Latest Flat Rate Plus Online User Manual Here
https://aptora.sharepoint.com/:b:/s/Public/EYuwkIEbJepKlPLn2mRijSEB03HMfTYWl2Cz5vW1tgpaFg?e=pkQiP1
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