The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App. Click over to your Invoices App, and you’ll see a button at the…
The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use the document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files…
The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application. Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…
The Question: When I have completed all of the work involved with a service work order, what is the process to resolve and close out the order? What would be the next step in the process? The Answer: Before closing out and billing for the work order, make sure you have added all of the…
The Question: I have created a service work order and supplied all of my details, but I am not sure how I can assign this work order to my technician and let them know when they should be resolving the problem. I see the “Tasks” section on the overview page, but these do not have…
The Question: I run a heating & HVAC repair company and need a solution to manage our work orders. I took a look at the Service Work Orders App, and it seems to be what we need, but it doesn’t quite work right for our company as-is. How can I customize the app so it…
The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that you’ll need to customize. For this app, you…
The Question: I’m already using Apptivo for my sales process management, but I need a help desk software option to organize and resolve problems coming from my customers. Does Apptivo offer a customer complaint management system? The Answer: Absolutely! An integral part of a customer relationship management (CRM) application is a customer complaint log service…
The Question: I noticed there is a tab on my opportunities that allows me to associate a project. Why would I want to associate a project to an opportunity, when a project indicates a deal has already closed and we are fulfilling the order? The Answer: While your assumption was quite correct in most cases,…
The Question: I am using the Apptivo CRM apps for my sales process, and noticed the “Items of Interest” tab is present for viewing one of my opportunities. What is this tab for, and how can I use it? The Answer: The “Items of Interest” feature is designed for companies who are selling a physical…
