How To Amend or Delete a Service Call Appointment or Request
To Do This: Within your Contract under the Service tab, click the blue edit icon beside the Service Call. Enter an update in the ‘Reason
To Do This: Within your Contract under the Service tab, click the blue edit icon beside the Service Call. Enter an update in the ‘Reason
To Do This: Within your Contract, head to the Service tab and select ‘+ Add Service Call’. Select the Call Type and enter a Reason
To Do This: Within you Lead or Contract, under the Appointments tab, you’ll find a list of all the appointments booked here. To book another
To Do This: Within your Main Menu, head to the Deliveries tab under Orders. Filter your data down as you want it using the three
To Do This: Within your Contract, scroll down to the Surveyor and select the User. Then select the ‘Book Surveyor Now’ link in red and
To Do This: Add a payment against the invoice as normal. Always remember to save the details. Head to your Templates tab and select ‘Customer
To do this: Within your contract, add an invoice as normal – Whether it’s a deposit, interim or final payment. Add a Credit as a
To do this: Add an appointment as normal. Scroll down to the bottom of the appointment box and select the Provisional tick box. Select Save
To do this: To move an appointment simply drag and drop the appointment to the new time and date. To reschedule, you can either drag
To do this: Double-click on the time and date you’d like to add the entry. Enter a title for the appointment and edit the date
To do this: In your Main Menu, head to the Diary. Depending on how you’d like to view – Filter the User you’d like to
To do this: In your Main Menu, head to your Contacts tab and select ‘Active Contacts’. Select the ‘Export To Excel’ option if you wish
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