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On the customer's detail tab change the default payment type from check/cash/cc to bill. This will insure that no payment is auto entered during the completion wizard.

Make sure to set those customers default payment types to bill as opposed to check or cash. This will leave the payment section of the completion wizard defaulted to blank and avoid this issue completely.

Mike, Unfortunately it is a little bit more difficult than that as their is a specific rep who handles all of our accounts through a central office that the report is sent through. We are hoping to get this changed but you know how slow larger corporations are to make adjustments. You...

Mike, Unfortunately the PayChex offerings are for new customer's only, sorry! The developers are in the initial research phase and are looking into several options for the wireless compatibility. That being said here is a basic one sentence edict that I gave to them for this mission. "...

Thanks Dan, Thanks for the kind words, it is always nice to know that the hard work that my staff dedicates to our applications is appreciated. In case you haven't seen, here is a list of everything we have accomplished in the last quarter. FYI - I just had the developers start...

Dan, That capability already exists in both of those modules. All reports have print date ranges that allow you to pinpoint any period in time, whether it be a week, month quarter, year, etc. I believe all the sales graphs (which we actually removed last year and users screamed for us to put...

Mike, That is a great idea and one that is already in the developmental pipeline, albeit not the next release. It will more then likely show up in the fall release. But we also plan to take it a HUGE step forward from that initial idea. First off, you will be able to store any related...

Thank you for the kind words, I guess now you can see why I have not been quite as active in the past month or so, lol. We have the next release date set for August 1 and we need help! Coming in the next release will be a more robust overnight scheduling engine for the kitchen exhaust...

Insight Direct is pleased to announce our newest release of the ServiceCEO application Version 5.2 In this release you will find new functionality and enhancements, new reporting tools and options, as well as minor tweaks and fixes to issues reported by users. New Functionality and...

I would like to throw a new thread up here that will be beneficial to us in some new functionality we are adding to our ServiceCEO platform. We are very interested in reducing the time and headaches of tracking, managing and maintaining the entire estimating process in a more detailed manner...

I would like to throw a new thread up here that will be beneficial to us in some new functionality we are adding to our ServiceCEO platform. We are very interested in reducing the time and headaches of tracking, managing and maintaining the entire estimating process in a more detailed manner...

Insight Direct is pleased to announce our newest release of the ServiceCEO application Version 5.2 In this release you will find new functionality and enhancements, new reporting tools and options, as well as minor tweaks and fixes to issues reported by users. New Functionality and...

Mike, Thanks for the input. Most of your additions centered around the estimating proccess and tracking of it. You will be happy to know that the developers are already hard at work on those exact functions on our ServiceCEO platform. Since you are using the ServiceWorks program right...

Hey guys, We are now in another evaluating process, for new features for a next release. As we are dedicated to making sure that our programs are a complete solution for the power washing industry, I was wondering if all could give me the answer to the following question? In a perfect...

Bates, If you want phone numbers to be displayed on the calendar for quick viewing purposes, try the following. When entering the address information in for each location in the customer's file, you will notice there is three tabs in the address entry window. One of these tabs is called...

After reviewing some issues that Dan Flynn was running into regarding error messages popping up when trying to use the QuickBooks integration of the ServiceCEO application, I wanted to make sure to clarify about this feature on this board to avoid others from seeing the same problem. The...

Realistically in the ServiceCEO program within 6 to 9 weeks after we sign the contract with this potential client. I will let everyone know when this occurs. If this client opts not to make this a custom project, we will be adding this type of functionality, it just won't be as high up in the...

Both yours and Dan's suggestions are good work arounds for now. But Bates you are right about the customer status changing and this is a situation that we have been wrestling with for a while now. We used to have customer status' be a manually changed field, to allow this flexibility that you...

Great questions Lance! I am going to respond to this as best I can, as I am not a developer, nor one of our "senior techie" guys here. From the initial conversations I have had with our developers here is the basics of the realtime access. First off there are two servers that come into...

This can be accomplished in much the same manner as your completed invoice question. Simply go into the options tab of the work order print options. Select the one individual customer you seek and the correct status of the job ( I assume you are entering them in as pending?)