YardBizSoftware Knowledge Base
- Application FAQ
- 1. Where is the "Last 25 Customers Viewed" option located?
The Last 25 Customers Viewed option can be accessed directly from the opening screen, which is called the Desktop. You may double-click on any of the Last 25 Customers Viewed, to see their information.
- 2. How can I add a new customer?
- 3. How can I see all invoices in a date range?
- 4. I have a service that isn't shown on any invoice. Why?
- 5. Why can't I send a statement, invoice or estimate by email?
There are 3 Contact Types: Billing, Primary, and Service Site. To send a statement or invoice by email you must to enter a Billing contact. Otherwise the buttons Email Invoice, Email Estimate and Email Statement will be inactive. The email will be addressed to the first Billing contact, and have a PDF attachment for a statement, invoice, or estimate.
- 6. How can I create an estimate?
Select the customer you want to create an estimate for and then press the Create Estimate button. It takes you to the following screen. The rows are filled in according to your default service types. You can change them in any way you like and then Save the estimate. If you press Approve Estimate the customer's Services tab will be updated.
- 7. How can I modify the default service types?
In order to change the default service types you need to go to the Dashboard and press the Service Types button. You will be taken to the screen below. There you can modify the default pricing, names, service months of your services and make them active or not.
Every time you create a new estimate these default services will appear, along with their pricing and months of service.
- 8. How can I add or delete a row in a form?
- 9. How can I see all open invoices on a statement?
When you choose Preview / Print Statement, if will prompt you for an optional Start Date, if you want to see all invoices in a date range. If you do not specify a date range then you will just see open invoices on the statement. The following is what the prompts look like. Seeing all invoices is not available when you print or email statements in mass from the Open Invoice Queue.
- 10. How do I change the automated wording on each email?
- 11. How can I modify my company's info?
- 12. My demo stopped working. What is going on?
- 13. What is the Desktop?
When you launch the system, you will see the opening screen, which is called Desktop. This will serve as your main switchboard for navigating through the system.
- 14. How can I see a specific customer information?
From the Desktop you may double-click on any of the Last 25 Customers Viewed, to see their information. Or, you can click on Search Customers to find anyone, and you will see the blank search form.
Simply enter in the white text boxes a portion of as much information you want to match on, and then click Find. You will see the matches found.
You may double-click on your choice, and you will be taken to the Company Center screen.
This screen has general information on top, including name, address, and phone information.
The bottom half of the screen has 6 tabs that you can click on to populate them.
- 15. How can I print a statement?
When you choose Preview/Print Statement from the Company Center screen, it will prompt you for an optional Start Date, if you want to see all invoices in a date range. If you do not specify a date range then you will just see open invoices on the statement. Seeing all invoices is not available when you print or email statements in mass from the Open Invoice Queue.
- 16. I emailed statements, invoices, and estimates but the customer didn't get them. Why?
The Website, Company Email, and Company Type from the Company Center screen are informational only. Your emails for statements, invoices, and estimates WILL NOT GO TO THIS EMAIL ADDRESS, BUT TO THE FIRST BILLING CONTACT.
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