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FAQs

frequently asked questions

Summer Sales Opportunity
Technician notes
Where do tags show up on a customer profile?
How do I find canceled / inactive customers?
How to complete jobs if you're not a Technician?
Adding Images To Agreements and Email Templates
How Do I Use The Advanced Search To Email and Export
I can't view or add customer account notes
When Will A Contract Auto-Renew
Pocomos Time Zones
How do I block time slots on my routes on the Calendar screen?
How do I back date services?
How do I reactivate a customer?
What is the difference between "bounced" and "hard-bounced"?
What is the difference between "Sent" and "Delivered" under the email status?
Line Items
How do I add or edit a sales rep agreement?
Can I create proposal or quote for a customer?
Can I add a message to a billing summary?
What is the "display note at time of billing option?"
Can I edit the map code after customer creation?
Scheduling
How do I process a service from the customer's profile?
Can I search for an invoice by invoice number?
How do I reschedule or schedule jobs for a specific day and time so I don't have to pull the jobs from the job pool each time?
What does it look like for my customer when I send them the Email / Remote Completion?
How to Update Geocode
Why can I no longer edit an existing credit card?
How do I change the service frequency for a customer's contract / agreement?
How do I cancel a customer's contract?
I need more info about a credit card transaction.
How do I see what our customer agreements look like?
How do I make it so I don't have to choose a specific time when adding a new customer?
How do I add a one-off service?
How do I create a new invoice?
Where is the best place to get customer support?
How is my total active customers calculated for billing purposes?
How do I put the customer's company name on the invoice?
Authentication Error when charging credit cards.
Invoice Introduction
How do I export information to send it to a collections agency?
How can I add a logo to my outgoing emails?
How do I cancel Bottom Line Payments/Card Connect?
How do I download individual invoices?
Customers
How do I add a new customer?
How do I enable automatic renewal for a customer?
PO number is not showing on the customers' invoice
Can I enable/disable email delivery for a customer?
Customer's account is showing an outstanding balance and I don't know why.
How do I add a discount?
Can I add multiple contracts / agreements to the same customer?
If I am not with the customer, how can I get him or her to sign the contract remotely?
How do I delete a customer's credit card?
What can the customer do in the customer portal?
How do I change pricing for an agreement?
Can I resend an email to a customer?
How do I add and remove a credit from a customer?
How to cancel a job and invoice
Instructions for editing an unpaid invoice due date.
Can I send emails to two email addresses at the same time?
How do I change a customer's billing address?
How do I activate autopay for an existing customer?
How do I send an SMS form letter from the customer's profile?
How do I input credit card information?
How do I deactivate or put a customer on hold?
How to edit an unpaid invoice.
How do I set up the online portal for a customer?
Questions about parent / child accounts.
When I send an email to a customer it bounces. How do I fix that?
Can I delete an agreement or a customer?
Is there a way to assign a contract or customer to a different branch?
How do I change a customer's service address, email, and phone numbers?
How do I assign a tax rate to a customer?
How do I show that a customer needs to be scheduled for a specific time?