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Hey, let’s talk about the new Reactivation Autopilot feature. You can find it in the Marketing section of the app. This tool automatically reaches out to aging equipment and customers with expiring warranties or lapsed accounts. It helps you reconnect with clients who might need your services again. Automated follow-ups save you time and increase your chances of bringing back lost customers. If you haven’t explored this yet, now might be the perfect time to tap into some untapped revenue.
Also, don’t forget about the Task Locator. It’s a handy feature in the app that helps techs find the right task fast—perfect for busy days.
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Hey there. Today, I want you to check out the Model/Serial Decoder. You can find it in the app under the Tools section. Just type in a model or serial number, and it tells you the brand, age, and specs of the equipment. This is super handy when you're dealing with older systems and need precise information quickly. Cutting down on guesswork helps you provide better service and quotes. If you haven't used it yet, give it a shot.
And for today’s spotlight calculator, look into the Flat Rate CSV imports. You can find it in the Settings under Import Options. This lets you bring in tasks, items, categories, and pricing updates in bulk, saving you a ton of time. Dive in and see how it streamlines your process!
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Alright, let’s talk about the new Audit Trail feature. You can find it in your app under the Settings. This tool tracks every significant change within your account—who did what and when. Keeping an accurate history helps you maintain accountability and transparency in your operations. You can see what was changed, ensuring your business runs smoothly without surprises. If you haven't checked it out yet, now's the time to dive into this feature for better oversight.
And for today’s spotlight calculator, consider the Part Cross Reference tool. You can find it in the inventory section, and it shows you interchangeable substitutes for parts across 30,000+ relationships. It's a lifesaver when you need to find alternatives without delays. Don’t miss it!
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Let’s talk about the new Weather Center feature, which you can find right on your dashboard. This tool gives you access to animated radar, severe weather alerts, and forecasts that are crucial for planning your service calls. Knowing what's coming weather-wise helps you strategize effectively, ensuring your team is best prepared for the day. Give it a try to enhance your scheduling and customer service.
And for today’s spotlight calculator, don’t forget about the Sales Tax lookup tool. It's a simple way to get the right tax settings for your area, ensuring you stay compliant and accurate in your pricing. Just enter the state, county, or city, and you’ll get the info you need. Check it out!
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Today's feature to check out is the Task and Item Image Manager. You can find this under the Tasks section of the app. This tool lets you drag and drop images across tasks, items, and categories all in one screen. It's perfect for organizing your visuals and making sure everyone on the team has access to the right images to go with their work. If you haven't explored it yet, give it a shot to enhance your task management.
As for today’s spotlight calculator, don’t forget about the Sales Tax lookup feature. It’s a handy tool for getting state, county, and city tax settings right for any location in the U.S. You can find it under the pricing settings in the app. Knowing the correct tax rates keeps your billing accurate and professional.
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Hey there. Let’s talk about the new Dashboard with Business Pulse feature. You can find this right on your dashboard, and it gives you a real-time look at your revenue KPIs and what needs your attention. It’s all laid out clearly by user preferences, so you don’t have to dig through reports. Keeping an eye on your numbers helps you make better decisions on the fly. If you haven’t explored it yet, now's a great time to leverage this tool for better business insight.
And today’s spotlight calculator is the Sales Tax Lookup. You can find it in the pricing setup area. It helps you find the correct tax rates for different states, counties, and cities. This is crucial for making sure your invoices are accurate and compliant. Don’t miss out on keeping your pricing right!
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Quick tip today: check out the Service Agreements feature. You can find it under the Customers section of the app. This allows you to set up maintenance membership plans for your clients, complete with visit scheduling and renewal tracking. It’s a great way to secure recurring revenue while providing your customers with consistent service. If you haven't already explored this, now's a perfect time to give it a try and lock in some long-term business.
Also, don’t forget about the Task Locator. It’s a quick wizard to help techs find the right task fast, making the whole process smoother.
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Today, I’ve got a gem for you to check out: the Two-way Business Texting feature. You can find this under the Messaging section of the app. It lets you send and receive texts using your own company number, keeping all your conversations in one inbox. This is great for maintaining professional communication while providing customers with quick responses. You’ll love how it speeds things up and builds better relationships. If you haven't tried it yet, dive in and see how it transforms your customer interactions.
And for today’s spotlight calculator, don’t miss the Sales Tax lookup feature. This tool helps you easily find the correct sales tax rates for various locations in the U.S. It’s essential for ensuring you’re collecting the right amount and staying compliant with local laws. You can find it in the Pricing section of the app. Give it a look and make sure your sales tax game is on point.
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So, let’s talk about the new Contact Log feature. You can find it in the Customers or Vendors section of the app. This tool lets you log every conversation, whether it’s a phone call, text, or email. You can tag entries for easy reference later. It’s a solid way to keep track of your communications and ensures follow-ups don’t slip through the cracks. Good organization here improves your service and builds customer trust. If you haven't checked it out yet, give it a go.
And for today’s spotlight calculator, consider the Sales Tax lookup. This feature provides quick access to tax settings based on location, ensuring you’re staying compliant while you bill your jobs. You can find it in the pricing settings section. Having accurate tax rates at your fingertips saves you headaches at invoicing time. Don’t overlook it!
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Today’s focus is on the new Purchasing feature. You can locate it in the Vendors section of the app. This tool lets you create purchase orders directly from your reorder report with everything filled in, which saves you a ton of time. You can generate POs in two formats and email them with a click. It’s a solid way to keep your ordering organized without the manual hassle. If you haven't explored it yet, I recommend you give it a try.
Also, don't forget to check out the Task Locator. It’s a quick three-step wizard that helps your techs find the right task fast, making them more efficient on the job. You’ll find it in the Tasks section of the app.
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