How To
How to add an address and appliance location
How to add a new address to an existing contact From the address icon press + - select the contact. This will default to their home address - press New address - From dropdown press Add New Address and enter address then appliance location and ...
How to add a contact
From the contact icon press the +. The 2 main contact types are: Householder (Tenant) - Can have multiple addresses. Home address An alternative Householder address An address managed by a Landlord (Agent). Landlord (Agent) Addresses they completely ...
How to add a customer appointment
3 places you can add an appointment from: From a contact by going into the appointments tab, make sure you select the correct address. From the calendar by pressing a on a date and time. From the home screen by pressing the +. Create the appointment ...
How to edit an appointment and invoice
Edit appointment Select the appointment either from the home screen or the calendar. In the calendar hold down and you can easily adjust the date and time. Alternatively open the appointment where you can do the following: Change the date and or time ...
How run Your Reports
Run your reports from any device Goto the 3 lines top right and the select Your reports then select a report and the date range. The report will be mailed to your Email address. Report types Sales - A CSV of all of your sales ready for your ...
How to add a new user
Only available for the web version. Press the three lines top right then select Users. Different user types Primary user - this will be the person who set up the account. Has full access Field user - Chargeable - Will have their own calendar only be ...
Add a Customer Appointment
There are 3 places you can add an appointment Home screen Calendar Within a contact Select a contact (if not pre selected) Select the appointment type, they are colour coded in the calendar Customer - they are notified of the appointment by Email ...
How to get started - Part 2
Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...
How to get started Part 1
Go to the heating app and press Sign Up. Alternatively download the app on either the App or Play Store and press Sign Up. Verify your Email address, check spam and promotions if you don't see the Email. Press 3 lines top right. General Complete as ...