Use TOTAL’s Assignment PowerView to print and send just an invoice to your client; no need to uncheck all the other forms in your report! Watch this short video to see how (0:49).
We’ve been hard at work adding all kinds of improvements and updates to our new appointment scheduling tool, ScheduleAssist! If you haven’t seen it yet, ScheduleAssist makes a huge improvement to your scheduling workflow by integrating with your existing calendar, offering automated text message options to schedule and remind contacts (avoid missed appointments), showing you […]
Have you checked out ScheduleAssist yet? You can use it to automatically send reminders to your clients. We’ve created some templates for you to start with, but you can also customize the messages you’re sending. Take a look at how it works in this video. (1:15)
Help your clients remember their appointments by automatically sending them text messages through ScheduleAssist. It just takes a couple of clicks to send a message two days before and the morning of the appointment. See how to set it up in this video. (:54)
You can use a company contact’s branch field for pretty much any description that helps you identify which company contact you’re looking at. Watch this video to see how (1:04).
Need a little more time in between appointments today for that complex assignment? Less time between because all you have are drive-bys today? ScheduleAssist gives you control over how flexible you want to be with your schedule.See how in this week’s Tech Tip above. (:56)
With ScheduleAssist, your appointments are instantly mobile, linked to either a Google or Microsoft calendar. Check out the video above to see where to get started. (1:02)
Has this ever happened to you? You start a report from an order file, and some data imports in all capital letters. Going back and manually re-typing that information is a hassle. So let TOTAL do that work for you. See how this works in this Tech Tip video. (:51)
In a previous video, we showed how to find ENV-compatible forms to add to your reports. But what if you’ve already done several days of work and want to double-check that all the forms in the report are compatible before delivery? TOTAL’s Contents window makes it clear which forms in your report are compatible. Check […]
Delivering your report in the ENV format requires the use of compatible forms in TOTAL. A single checkbox ensures you’re using the correct forms, right from the start. Check out this short video to see how. (:49)
