Management - Set up Features.

 

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Job Codes; these are for scheduling or invoicing. Say you want to set up Gutter cleaning
Or exterior window cleaning.

 

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Employee Type; You can enter your employees by type; for example hourly, or sub-contractor.

 

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Company Holidays; simply allows you to mark days off on your schedule so that you
Don’t book jobs on holidays.


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Employee Holidays; you can set up days off for your employees; it will remind you that you can’t
Schedule for that employee if you try to schedule a job for them...

 

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Zip Codes: This is where you enter zip codes... Once you enter it once, it will automatically
Enter the city and state for new clients you enter.

 

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Contact Type: This is just where you create different contact types so that you can
Keep your contacts separated for mailing label purposes.