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User Image James Leichter - Pro-American Services LLC September 22 at 9:01 AM to Everyone
Today, let’s take a look at the Auto Review Requests feature. You can find this under the Invoicing section of the app. This tool sends out automatic requests for reviews after you generate an invoice or estimate. Happy customers are directed right to your Google or Facebook page to leave their feedback. It’s a straightforward way to build your online reputation without extra effort, which is key for attracting new business. If you haven't set it up yet, now's the time to boost your visibility and get more reviews rolling in. And as for today’s spotlight calculator, don't overlook the Sales Tax lookup tool. You can find it in your pricing settings. It’ll give you quick access to state, county, and city tax rates across the U.S. Knowing the correct rates means you avoid mistakes and maintain compliance easily. Give it a try if you're not already using it.

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User Image James Leichter - Pro-American Services LLC September 21 at 9:04 AM to Everyone
Today, let’s talk about the new Weather Center feature. You can find it on your dashboard. This tool gives you not just animated radar and forecasts but also severe weather alerts tailored for our industry. It helps you adapt your scheduling based on temperature trends and demand signals. As seasons shift, knowing whether it’s time for heating or cooling can significantly impact your operations and customer calls. If you haven’t checked it out yet, now’s the time to utilize the resources for better decision-making. And today’s spotlight calculator, take a look at the Task Health Scan. You can find it under the Tasks section. This free audit checks your price book for tasks selling at or below cost. Identifying these issues helps you tackle pricing problems head-on, improving your profitability. Don't pass on the chance to get your price book in shape.

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User Image James Leichter - Pro-American Services LLC September 20 at 9:03 AM to Everyone
Hope you're making good use of your weekend. Quick tip today: have you checked out the new Audit Trail feature? You can find it under your company settings. This tool logs every significant change, showing who did what and when. It’s essential for maintaining accountability and transparency within your team. You’ll see a full history of edits, deletions, and important updates, which helps when tracking changes. If you haven't tried it yet, now's a great time to increase your operational visibility. Also, don’t forget to check out the Flat Rate CSV Imports feature under the Tools section. This allows you to import items, tasks, and price updates in bulk. It saves a ton of time, especially when updating your price book.

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User Image James Leichter - Pro-American Services LLC September 19 at 8:56 AM to Everyone
Quick tip for you today: check out the AI Task Description Generator. You can find it in the Tasks section of the app. This tool allows you to generate accurate task descriptions by simply describing the job in your own words. It even works in bulk mode if you need to draft several at once. It saves you a ton of time and ensures your descriptions are on point with industry standards, making your price book more appealing to clients. If you haven't used it yet, give it a try and see how it can streamline your workflow. Also, don’t forget to check out the Flat Rate CSV Imports feature. This lets you bring in items, tasks, and categories in bulk, which can really speed up updating your price book or adding new tasks. It’s all about efficiency, so take advantage of it!

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User Image James Leichter - Pro-American Services LLC September 18 at 8:57 AM to Everyone
So, let's talk about the new Weather Center feature. You can find it on your dashboard. This tool gives you animated radar, forecasts, and even severe weather alerts. It’s designed specifically for field service operations, helping you make informed decisions based on the weather. Knowing whether it’s ideal for outdoor work can really shape your scheduling and customer interactions. If you haven’t checked it out yet, it’s worth a look, especially as the seasons change. And for today’s spotlight calculator, take a peek at the Sales Tax lookup tool under the Pricing section. This feature helps you set the right tax for your invoices based on state, county, and city. It makes sure you’re compliant and avoids any nasty surprises when it’s time for tax season. If you haven't explored it yet, now's a good time to do that.

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User Image James Leichter - Pro-American Services LLC September 17 at 8:59 AM to Everyone
Today, I'm pointing you to the new Task Locator feature. You can find it in the Tasks section of the app. This tool streamlines how your techs find the right tasks quickly. With a straightforward three-step wizard, they can drill down through the book and narrow down their options, saving time and hassle in the field. The faster they can locate tasks, the smoother the whole operation runs. If you haven't tried it yet, now's a great time to set your team up for success. And for today’s spotlight calculator, check out the Part Cross Reference tool. It lets you enter a part number and find interchangeable substitutes. This can help you save on parts costs and ensure you always have what you need on hand without delays.

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User Image James Leichter - Pro-American Services LLC September 16 at 9:00 AM to Everyone
Quick tip today: check out the new Service Agreements feature. You can find it under the Customers section of the app. This tool helps you create maintenance membership plans, allowing you to schedule visits and track renewals easily. It’s a great way to ensure regular service for your clients while building a steady income stream for your business. If you haven't looked into it yet, now's the time to set up some agreements and boost your customer retention. Also, don’t forget to check out the Flat Rate CSV imports tool. It lets you bring in items, tasks, categories, and price updates in bulk, streamlining your workflow when you need to make large adjustments.

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User Image James Leichter - Pro-American Services LLC September 15 at 9:01 AM to Everyone
Today, I want to highlight the Two-way Business Texting feature. You can find it in the Communication section of the app. This tool lets you text customers right from your own company number and keep all messages in a dedicated inbox. It’s an essential way to stay connected and manage interactions without mixing personal and business texts. Plus, quick responses can help improve customer service and drive sales. If you haven't set this up yet, now’s your chance to streamline your communication. And today’s spotlight calculator is the Sales Tax Lookup tool. You can find it under the Pricing section. This lets you instantly access tax settings for different states, counties, and cities across the U.S. Knowing the right sales tax rates helps you avoid surprises when billing your customers. Check it out to keep your invoicing accurate and compliant.

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User Image James Leichter - Pro-American Services LLC September 14 at 9:02 AM to Everyone
So, I want to point you to the new Contact Log feature. You can find it under the Customers section of the app. This allows you to keep a dated, timed record of every interaction you have with your customers, whether it’s a phone call, text, or email. It’s crucial for accountability and keeping track of details about your conversations. You’ll have an organized history that helps in follow-ups and customer care. If you haven't checked it out, make sure you do—it's a practical addition for your business. And for today’s spotlight calculator, look into the Flat Rate CSV imports. This tool lets you bulk import items, tasks, and pricing updates, making it easier to keep your catalog up-to-date without much hassle. It’s accessible under the Settings section and can save you loads of time.

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User Image James Leichter - Pro-American Services LLC September 13 at 9:03 AM to Everyone
Today, I want to highlight the Task Health Scan feature. You can find this under the Tasks section of the app. This tool runs a free audit of your entire price book, identifying tasks that are selling at or below cost. It’s a must-use if you want to ensure your pricing is solid and avoid costly mistakes down the line. Knowing which tasks need attention will help you make informed adjustments and improve profitability. If you haven't checked it out yet, now's the time to do it. And today’s spotlight calculator is the Sales Tax lookup tool. It's a slick feature you can use to find tax settings for any state, county, or city flat rate book in the United States—super helpful for getting accurate estimates.

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