Did you know that we make user-friendly tools, specific to the Service Industry? Let us help make your day-to-day tasks easier!
Click on the links below to see an in-depth view of each tool, including a short demo.
- QuickFind – allows users to search for a customer, vendor, service call or invoice with limited information. Simply type part of a phone number, invoice number, contact name or company to find relevant results.
- QuickMail – adds the ability to email from Signature windows. In a single step, users can send PDF attachments of Invoices, Call Summary reports, Job Status reports and more. Users can also set up a predefined template for the subject line and message body.
- VoidMaintenanceInvoice – With the Void Maintenance Invoice tool, you can void a maintenance invoice that you have posted to the customer in Receivables. This tool assists you in reversing out the invoice in your Signature Service Management system so you can regenerate the invoice with the corrections. This tool works like our Void Reopen tool for Signature Service Invoices.
- VoidReopen – Enables users to void a service invoice by adding an option to return costs back to the Service Call. Missing charges can be added and line item costs adjusted without issuing credit memos and creating additional invoices.
- SelectCostTransfer – Allows users to select which individual posted costs they want transferred from one service call to another service call, and move them without having to re-key the transactions. Posted costs can also be transferred from a service call to a job.
Have questions on a tool or would you like to set up a one-on-one demo? Contact us here.