Navigating Work Orders & Invoices

• Identify and manage different types of work orders.
• Effectively customize your workflow by adjusting invoice settings.
• Master payment collection with FieldEdge Payments (Clearent.)

Building a Pricebook

• Understand item types and how they uniquely interact with the system.
  • Inventory vs Non Inventory items.
  • Bundle vs Assembly vs Flatrate items.
• Delevop and execute the application of mark up codes.

Personalizing Communications & Reporting

• Competently communicate with customers by fine-tuning communication templates.
• Incorportate customer-facing payment link options.
• Enhance your company's visual impact via layout templates.
• Modify and navigate profitability reports.