Mobile Office Manager update. Check out what’s new with the features and functionality in this month’s issue:
Programs module: We have added user date permission by date range in the period closeout Program –>Period close out |
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New report: AR Aging report by Customer Customer –> Select Customer (hover over Report) –> AR Aging report |
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Filter by City: Project screen –> Project –> Search –> Location City |
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New Documents tab: In the Equipment screen –> Customer –> Equipment –>Edit Equipment – Documents |
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New Consultant field dropdown: Location –> Customer –> Select Customer –>Location –>Select Location Consultant field added under Billing Address |
Schedule: You can view uploaded selfie on Schedule
New tag on Proposal: Added Estimate tags for Billing tab to show payment terms on the proposal
Thank you for stopping by to read about the latest update. We are always looking for ways on how we can improve your user experience. Your feedback is valuable to us and we look forward to hearing from you on enhancements, new feature suggestion or concerns you may have. Please email us at support@expertservicesolutions.com.