Payment Search Knowledge Base
It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search and filter by customer, method, or status
Fresh out of the feature oven is the ability to search for a payment. It can be easy to lose a payment in the shuffle of your daily grind, but if you're wanting to reconcile records or just see the last time a customer paid, navigate to the payment search
Getting Started
There's not much to this one, but simply navigate to the Invoices page. From there click Actions > Search Payments. From there you'll be able to search and filter by payment method, salesperson, or invoice status.
Did you know: you can see a breakdown of your payments received each month from the invoices screen by clicking the "Payments Received" button above the graph.
If you have any questions searching for a payment, please let us know!
Tracking your team's performance and checklists can seem like an impossible task somedays. Now let your installers mark their work complete directly from the field. They can even add notes and specify the material that were installed
First impressions are everything and how you communicate with your prospect customers can improve your closing ratios. JobCloser gives you the ability to build beautiful quotes that can be emailed, texted, or stuffed in an envelope
Whether you're running one crew or a dozen, you probably want to delegate daily responsibilities to each crew leader. JobCloser makes this easy, simply view your route for the day and download the work orders.
Products and services are the backbone of your operation. Making sure they're setup correctly is important and can help you cost more accurately to ensure you hit your margins with every job.
More JobCloser
Mobile Apps
Designed for subs on the go, you can manage your entire operation directly from the field. Download the app on your device today.
