Enterprise App

Added in Version 0.41 Overview Configure Job Pack Email Template Generate and Send a Job Pack

Added in Version 0.39 Overview Configure an External Report NOTE: External Reports works perfectly with the Custom Reports feature. In Google Sheets, custom reports can be published into the required formats (HTML/PDF/CSV) in the main menu.

Added in Version 0.39 Overview Set Important Notes NOTE: These notes will be displayed on the Customer Card, Lead Card, Quote Card and Job Card.

Added in Version 0.39 Overview Configure Job Notification Time Configure a Scheduled Job Notification NOTE: EMAIL4 & EMAIL5 have been converted to Scheduled Job Notifications (so you can disable these by clicking Inactive)

Added in Version 0.39 Overview Configure User Calendars NOTE: The system will automatically import calendar events every 30 minutes.

Added in Version 0.39 Overview Configure Base Accounts Configure Category G/L Accounts

Added in Version 0.38 Overview Configure Field Mapping Connect to Hubspot

Added in Version 0.37 Overview Import Purchases into the Inventory Journal

Added in Version 0.37 Overview Generate a Datasource NOTE: Keep the URL private as anyone with the URL can retrieve data under the security of the datasource user. If a URL is compromised, please delete the datasource immediately as this will make the URL unusable. Create a Custom Report Report Read more…

Added in Version 0.36 Overview Configure PV Owners Guide Example Site Plan: