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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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Today, I want to point you to the AI Task Description Generator. You can find it in the Tasks section of the app. This feature lets you describe a job in plain English, and the AI drafts a complete task for you—including labor and parts matched to your catalog. Instead of starting from scratch, you can create accurate task descriptions quickly, saving time and reducing errors. If you haven't checked it out yet, give it a try; it's a game changer for streamlining your service offerings.
And for today’s spotlight calculator, consider the Model/Serial Decoder. Just type in a model or serial number, and it retrieves brand information, age, and specs for you. It's a simple way to ensure you're ordering the right parts without guesswork.
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So, let’s dive into the new Task Health Scan feature. You can find it in the Tasks section of the app. This tool allows you to perform a quick audit of your entire price book with just one click. It’ll help you identify tasks that are priced too low or have other issues, giving you a clear picture of what to fix. It’s a great way to ensure your pricing is accurate and that you’re not losing money on jobs. If you haven’t tried it out yet, now’s the time to make sure your price book’s in top shape.
And for today’s spotlight calculator, take a look at the Sales Tax lookup feature. It helps you find tax rates for states, counties, and cities across the U.S. You can access it in the Pricing section. This can be a huge help when you're ensuring your estimates are compliant with local taxes. Don't overlook this one!
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Quick tip today: check out the AI Data Plate Scanner. You can find this in the app and it lets you snap a photo of a data plate, and the AI will read the model and serial number for you. This can save a ton of time when you’re looking up specs on older equipment. Instead of manually typing everything out, just take a pic and let the AI do the work. If you haven't tried it yet, it's definitely worth a shot.
And for today’s spotlight calculator, consider the Flat Rate CSV imports feature. You can bring in items, tasks, categories, and price updates in bulk. It’s all about making your life easier by reducing data entry headaches. Check it out!
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So, let’s take a look at the new Purchase Orders feature. You can find it under the Vendors section in the app. This tool allows you to create professional purchase orders directly from your reorder report. All the fields are pre-filled, making it easy and efficient to manage your ordering process. No more tedious manual entries—it’s all streamlined for you. If you haven’t tried it out yet, now's the perfect time to simplify your purchases.
And for today’s spotlight calculator, don't forget to explore the Sales Tax lookup feature. It helps you quickly find the right tax settings for any jurisdiction in the U.S., ensuring you're compliant and accurate with your pricing. You'll find it in the Pricing section. Dive in and see how it can help keep your operations tight.
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Today, I want to spotlight the Contact Log feature. This tool records every conversation with customers and vendors, tagged for easy reference. You can find it under the Customers or Vendors section in the app. It’s valuable for keeping track of discussions, following up, and avoiding miscommunications. With everything documented, you're more organized and better equipped to serve your clients. If you haven't utilized it yet, check it out.
As for today’s spotlight calculator, consider the Service Agreements. These maintenance membership plans help you create predictable revenue and keep your clients happy with regular service. You can find it under the Service Agreements section. Setting this up can lead to strong customer loyalty and consistent cash flow. Give it a try!
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Quick tip for today: take a look at the new Weather Center feature. You’ll find it on your dashboard. This tool provides you with animated radar, severe weather alerts, and forecasts that can help you plan your service calls more effectively. Knowing when the weather’s about to change can help you prepare your team and resources, making operations run smoother. If you haven't checked it out yet, get in there and see how it can boost your scheduling and customer service.
And for today’s spotlight calculator, try out the Model/Serial Decoder. Just type in a model or serial number to get the brand, age, and specs of your equipment in seconds. It’s especially useful when you’re in a hurry and need accurate info fast. Give it a shot!
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