Author

Jordan O'Brian


Posts by Jordan O'Brian

Add account aging summary to statements

Learn how to display an account aging table on statements to show totals of past due invoices.

Add Recipient Email Address/Phone Number

Recipient contact information can be added when creating a job, making a service attempt, and when saving a frequent recipient in your account settings.

Create eService Affidavit

How to generate an eService affidavit.

Auto-Share Contractor Updates

Guide on automatic sharing contractor job updates with a client.