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Quick tip for today: check out the new Purchase Orders feature in the Vendors section of the app. This tool helps you create professional purchase orders directly from your reorder report, with all the fields pre-filled for you. It’s a real time-saver that makes your ordering process smoother and keeps everything organized. No more manual entry headaches! If you haven't given it a shot yet, try it out and streamline your purchasing today.
And for today’s spotlight calculator, don’t forget about the Flat Rate Load Calculator. It helps you determine the right size unit for any job, ensuring energy efficiency for your customers. You can find it in the Tools section of the app. It’s a handy tool to make recommendations simpler and more accurate!
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Today, let's dive into the new ActionTrack feature. This tool lets you assign action requests to your employees and manage them effectively. You can find it in the Admin settings of the app. It’s designed to help you stay on top of tasks and monitor their progress with automatic completion detection. This can streamline your operations and keep everyone accountable. If you haven't utilized it yet, now's a great time to check it out and see how it can enhance your workflow.
And for today’s spotlight calculator, take a moment to explore the HVAC Load Calculator. It helps you determine the correct size for heating and cooling equipment, ensuring you're recommending models that fit your customer's needs perfectly. You can find it right on the main dashboard. Give it a whirl!
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This Friday, I want to highlight the new Purchase Orders feature. It lets you create professional purchase orders directly from your reorder report, all pre-filled for efficiency. You can find it in the Vendors section of the app. This feature streamlines your ordering process and helps maintain accurate records—saves you from those long hours of manual entry. Just create, review, and send a PO with a click. If you haven’t given it a shot yet, check it out and tidy up your ordering game.
And for a quick spotlight: try the Temperature Pressure Calculator. This tool helps you find the possible pressure values for refrigerants based on your specific temperature inputs. You can find it in the Calculators section. Perfect for ensuring everything’s running smoothly out there in the field—give it a whirl!
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So, let’s take a look at the new Service Agreements feature. This tool helps you set up maintenance membership plans, complete with visit scheduling and renewal tracking. You can find it under the Service Agreements section of the app. It’s a great way to create a steady revenue stream while providing value to your customers through regular maintenance checks. If you haven't explored it yet, give it a try—it's a smart move that can keep your customers coming back and your cash flow steady.
And for today’s spotlight calculator, try out the Flat Rate CSV imports. This feature lets you bring in items, tasks, categories, and price updates in bulk. You can find it in the Items section of the app. It makes it easy to manage your price book efficiently, saving you time and ensuring everything is up-to-date. Don't miss out on making your operations smoother!
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Today, I want to highlight the Two-way business texting feature. This tool lets you communicate directly with customers using your company number, turning every conversation into a streamlined exchange. You can find it in the Messaging section of the app. It makes following up on leads and checking in with clients a breeze, keeping everything organized in one Messages inbox. Plus, your responses are quick and professional, which can really enhance customer satisfaction. If you haven’t used it yet, now's a great time to give it a shot.
And for today’s spotlight calculator, take a look at our Sales Tax lookup tool. You can find it under the Pricing settings in the app. This feature gives you instant access to state, county, and city tax rates across the U.S., ensuring you’re compliant and accurate when billing customers. It saves you from manual research, streamlining your invoicing process. Try it out!
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Quick tip for today: take a look at the new Audit Trail feature. This tool gives you a company-wide log of who did what, and when. It’s helpful for tracking changes in your records, whether they're customer invoices or employee management. You can find it in the Admin settings. Understanding how your data changes over time can help you maintain better control and accountability in your business. So, if you haven't checked it out yet, give it a spin.
And for today’s spotlight calculator, try out the HVAC Load Calculator. It helps you assess heating and cooling needs, so you can be accurate in estimating jobs. You’ll find it under the Calculators tab in the app. It’s essential for ensuring your proposals match what your clients actually need.
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Today, I want to highlight the new Contact Log feature. This tool lets you create a dated, timed, and tagged record of every conversation with customers, vendors, or employees. You can find it under the Customers or Vendors section in the app. It’s a great way to keep track of important discussions and follow-ups—it can help clarify misunderstandings and keep everyone on the same page. If you’re not using it yet, check it out and see how it can streamline your customer interactions.
And for today’s spotlight calculator, take a look at the flat rate CSV imports. This feature allows you to bring in items, tasks, categories, and price updates in bulk. It’s a huge time saver if you’re working with a lot of data at once. You can find this in the Import section of the app. Make your updates quicker and easier by giving it a try.
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Today, let’s check out the new AI Task Description Generator. This feature can really save you time when you’re building or refining tasks. You’ll find it on the Tasks page in the app. Just hit the "Generate with AI" button, describe the job in plain language, and the AI will draft a complete task for you, including labor and parts matched to your catalog. It’s a smart way to ensure your descriptions are accurate and professionally presented without putting in a ton of effort.
And for today’s spotlight calculator, take a look at the Service Agreement calculator. You can find it in the Agreements section, and it helps you structure and price maintenance plans effectively, giving you a predictable revenue stream. Give it a go!
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I want you to check out the new Task Health Scan feature today. It’s a quick, free audit of your entire price book that shows you tasks selling at or below cost and highlights high-priority issues. You’ll find it in the Tasks section of the app. This can be a game changer for making sure your pricing is on point and keeping your profits healthy. Just pick a price book, scan it, and see where your weak spots are. It's a smart way to tighten up your operations.
And for today’s spotlight calculator, don’t forget about the AI Task Review. It critiques your existing tasks with a plain-English breakdown, helping you refine descriptions, labor times, and part lists. This is a solid tool to ensure your price book is selling and defensible.
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Quick tip for today: check out the AI Data Plate Scanner. This feature lets you snap a photo of a data plate, and it reads the model and serial number for you. You’ll find it on the Tasks page. It’s especially helpful when you’re in the field and need to quickly get specs on equipment without digging through manuals or websites. Just take a picture, and you’ve got the information at your fingertips. It can save you time and reduce errors, so give it a shot.
And for today’s spotlight calculator, have you used the HVAC Load Calculator? It helps you determine the right load for HVAC systems, ensuring you're providing accurate recommendations. You can find it in the Tools section of the app. This can make a big difference in sizing equipment and keeping your customers happy.
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