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Customer Reach Outs The Customer Reach Outs page is used to keep track of any notifications that the customer received or will receive. To reach the page, click on Reports on the side menu, then click on Constumer Reach Outs. Clicking on the 3 bars on the top ...

Fuel Delivery Report The Fuel Deliveries Report is another way to pull up data on deliveries with the inclusion of total sums based on selected filters. To reach The Fuel Delivery Report, on the side menu, click on reports then click on Fuel Delivery Report. C...

Sales Summary by Product The Sales Summary by Product Report shows sales made by each product, including total amount, what each product/service costs and taxes. To reach the Sales Summary by Product page, click on reports on the side menu then click on Sales ...

Aging Report The Aging Report allows unpaid balances to be monitored through age and account status'. The page can be pulled up by clicking on the reports tab on the side bar and clicking on the Aging Report. The side menu can be expanded by clicking on the th...

New Customer List New Customer List report provides information on New Customers that have been brought in to the company. To open the list, click on the reports drop down on the side menu and click on New Customer List. You can expand the side menu by clickin...

Introduction The Install Calendar shows all Projects/Services that are scheduled that have been worked or need to be worked on. To reach the Install Calendar, click on the Service dropodown on the side menu then click on Install Calendar. Clicking on the three...

All Projects The All Projects Report shows all projects that are scheduled to be worked on, are currently being worked on. When reaching All Projects, the page will display the following Totals Future Work - Projects that had yet to be started In Progress - ...

Introduction The Dashboard generates an Employee List and their status' for the current day selected. To reach this page, click on Admin on the side menu then click on Dashboard. Clicking on the three bars on the top left corner of the page expands the side me...

Introduction Upon landing on the customer account page, the Customers basic information will be displayed on the top of the page. This includes the customers Profile Picture, Customers Name, their Account Number, Phone Number, Email, Service Plans, Location, a...

Brands The Branding page is where brands can be created for the company or for any sub-companies owned by them. Branding is used to show The Companies Logo and Name, which are shown when sending emails or giving invoices to customers. To reach the Branding pag...