What is the dashboard?

This is the central station where customers are charged for products/services. This is also where appointments are generated and emailed. Estimates can be emailed from the dashboard and invoices created simultaneously. New customers can also be created within the dashboard. The dashboard has everything you will need to manage your company.

How do I find my existing customers?

While on the dashboard, go to the customer drop down menu and open to view your customer's names. Choose the name you’d like and all other fields will automatically populate with the customer's name, address, email, and phone number. This information will be needed to create estimates and invoices.

How do I find products or services that have already been created?

Once inside the dashboard, go to the product or service list to find the names of the products and services you created. After you have chosen the product or service, all other fields will populate such as relevant taxes and hourly rates. All you have to do is enter the quantity amount then submit to finalize.

How do I create a new invoice or estimate?

While inside the dashboard, choose the customer name, product or service, and enter the respective quantity. Once scroll down to the appointment section to create an appointment and save the appointment. Saving the appointment is how all estimates and invoices are created. If you choose not to create an appointment, then leave fields as they are and click "Save Appointment" to conclude and create estimates.

How do I create an appointment?

Click on add appointment and a calendar will appear. Enter the date and choose the time from the drop down menu or manually enter the date and time. Once done, the user can request a reminder about this appointment and can even restrict the software from creating appointments within several minutes of this appointment.

What happens if I don’t need to create an appointment?

If that is the case, simply enter all information about your customer, product or service quantity, then simply click "save appointment".

Can appointments be changed after created?

Yes, appointments can be edited after created. While inside the dashboard scroll down to the bottom of the page and choose the appointment you would like to edit. After you have chosen the appointment, choose edit and make all necessary changes to your appointment.

What is the calendar?

After appointments are created, they can be viewed within the calendar. The calendar can be viewed from a daily, weekly, and monthly view. As you approach the time for your next appointment, you should receive an email reminder about the upcoming appointment.

How can I enter a new expense?

The user can enter a new expense by creating an expense name, payment frequency, cost, and date. The user also has the ability to input special notes about this expense within the note section.

Can I categorize expenses?

Yes, you can use our pre-defined list of expense categories or create an expense category to fit the needs of your business. This can be done by clicking on “Add a new category” and enter the expense category of your choice.

Can I edit an expense after I create it?

Yes, after expenses are created, they can be edited, changed, and deleted. Simply go to the expense page, choose the expense you would like to edit from the menu, and click edit to make changes.

How do I charge a customer for services rendered or products sold?

After you’ve created an estimate through the dashboard it can be cashed out through the point of sale system (cash register). Simply go to the point of sale page and click on the "Cash Register" then select the checkout option. The user can now choose what payment method to accept ( cash, credit card, and check).

How do I accept cash?

Simply choose the cash option and enter how much the customer is paying on the balance. You can accept a portion of the payment up of front and the remainder of the payment afterward. This feature is perfect for businesses that require a deposit to begin services. For example, 25% upfront to begin services and %75 to complete and finalize project.

Can I accept credit cards?

Yes, when cashing out a sale, choose the credit card option. At this point, the gateway that was created during setup will be used to accept credit cards from your customer.

Can I accept checks?

Yes, checks can be accepted. Simply enter the check number, account number, routing number, and click enter to close sale. Please use caution when accepting checks as our sytem does not allow users to process checks immediately. This is only available as a tracking tool for customers that pay with checks.

Can I email and print receipts?

Yes, receipts can be emailed and printed.

Where can I find all my closed sales?

All sales can be found within the sales list. Closed sales can also be found within the sales report under the reports page.