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Quick tip for you today: check out the new Adjust Cost & Markup feature. This tool allows you to bulk re-price items and tasks easily. If your suppliers have raised prices, you can select multiple items and adjust their cost and markup in just a few clicks, rather than spending hours on each one. You'll find it in the Items and Tasks area of the app. It’s a real time-saver and keeps your price book accurate without the usual hassle.
And for today’s spotlight calculator, don’t miss the HVAC Load Calculator. This helps you accurately size equipment for your jobs, which can lead to better performance and energy savings for your clients. It’s right there in the tools section of the app—definitely worth a look!
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So, let’s check out the AI Task Description Generator. This tool can save you tons of time by generating professional, trade-accurate task descriptions with just a click. You can access it right on the Tasks page by hitting the “Generate with AI” button. It’s perfect for quickly creating bulk descriptions if you’re working on a large list. Just select multiple tasks, and let the AI do the heavy lifting. It's a great way to make your pricing book look sharp without spending hours writing. Give it a shot!
And for today’s spotlight calculator, don’t miss the HVAC Load Calculator. This can help you accurately size your equipment needs for any job, making sure you’re providing the right solution for your clients.
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Hey folks, have you looked into the new Dispatch Command Center? This feature provides a true swim-lane layout for managing your technicians. You can drag and drop jobs to assign or reschedule, keeping everything organized and efficient. It shows job statuses color-coded, so you’ll avoid double-booking easily. You’ll find it in the Dispatch section of the app. It’s designed to save you time and headaches every day. Check it out and streamline your operations.
As for today’s spotlight calculator, don’t miss the HVAC Load Calculator. It's essential for determining the right system size for your jobs. You can find it in the Calculators section.
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So, let’s take a look at the new Online Image Search feature. This one lets you find product photos to attach to tasks and items without leaving the page. It’s a serious time-saver when you're trying to make your presentations look sharp. You can find it in the Tasks and Items sections. A polished price book can make all the difference in front of a customer, so check it out next time you’re updating your visuals.
And for today’s spotlight calculator, don’t miss the HVAC Load Calculator. This tool helps you properly size equipment for residential jobs, ensuring you're not overselling or underselling. You can find this under the Tools section, and it’s essential for delivering the right solutions to your clients.
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Today, let’s dive into the new Built-In Photo Cropping & Resizing feature. When you upload a task or item photo, this tool lets you crop and resize directly within the app. No need for separate software or apps anymore—just do it right there before you save the image. This will save you time and make sure your presentations are looking sharp. You’ll find it in the Tasks and Items sections. Give it a try next time you’re working on your price book.
And for today’s spotlight calculator, check out the HVAC Load Calculator. It’s a handy tool for estimating the heating and cooling loads for a space to ensure you recommend the right equipment. You can find it in the main menu under Calculators. This can help you provide accurate estimates and maintain customer satisfaction.
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So, here's a feature you might not have dived into yet: the Part Cross Reference. This tool lets you enter a part number and find interchangeable substitutes quickly—super handy when you're in a pinch. You’ll find it in the Parts section of the app. It can save you time and potentially money by finding alternatives that work just as well. Take a minute to check it out next time you're looking to streamline an order or keep a job moving along without waiting for that specific part.
And for today's spotlight calculator, don’t miss our capacitor sizing calculator. It'll help you get the right specs fast. Just head over to the Calculators menu to find it.
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Today, let’s explore the Reactivation Autopilot feature. This tool automatically reaches out to past customers who may have lapsed or have expiring equipment or warranties. It’s a smart way to bring those leads back to life without you having to lift a finger. You’ll find it in the Marketing section of the app. It's a great way to revive conversations and keep your client list moving. Give it a go and turn those old leads into new opportunities.
And for today’s spotlight calculator, check out the USPS address checking feature. It lets you validate and standardize addresses with just one click. This is a straightforward way to ensure your customer records are up-to-date and accurate, which is crucial for effective communication and service delivery.
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So, let’s talk about the new Service Agreements feature. This is perfect for those looking to create recurring maintenance plans that keep your customers engaged all year round. You can easily schedule visits and track renewals, which helps ensure that you're consistently generating revenue without having to chase after lapsed customers. You’ll find it under the Agreements section in the app. It's a smart way to lock in business and enhance your customer relationships. Give it a try and watch your repeat business grow!
And as for today’s spotlight calculator, don’t miss out on the Capacitor Sizing Calculator. It's great for determining the right capacitor size for your jobs, and you can find it on the calculator page. It's a handy tool that takes the guesswork out of sizing, helping you get it right the first time.
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Today's feature worth exploring is the Auto Review Requests. This new tool automatically requests reviews from your happy customers right after an invoice or estimate closes. It directs them to your Google or Facebook review page, making it easy for satisfied clients to help boost your online reputation. You can find this feature in the Settings section under Reputation Management. Getting those reviews is crucial these days, and this system does the heavy lifting for you. Make sure you set it up to keep your star ratings up!
And for today’s spotlight calculator, check out the Capacitor Sizing Calculator. It helps make accurate sizing quick and easy, streamlining your setup process.
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Jeff Palmer -
Service First
July 15
at 3:49 PM
I'll check this out. The customer history tab was very nice looking with a lot of great information.
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Quick tip today: have you played around with the new Marketing Campaigns feature? It’s now possible to send bulk SMS and email campaigns directly from Flat Rate Plus Online. You can save your audience segments and even track open and click rates. This is perfect for reaching out to past customers or promoting seasonal offers. Just head over to the Marketing section in the main menu and give it a go. Keeping your name top-of-mind has never been easier!
And speaking of features, don't overlook the Sales Tax lookup tool. Just enter your location to automatically get the right sales tax settings based on state, county, and city regulations. It'll save you from manual checks and keeps your pricing accurate. Check it out under the Tools menu.
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July 15
at 3:49 PM