Locations – Add On

Locations – Add On If you would like separate your locations by a geographic boundary then install the Locations Add on. When enabled the Locations menu is accessible from the records tab. Locations Setup Locations contain 3 basic configuration areas which are: Basic Information Selected Agents for This Location Schedule setup information Basic Information Location […]

Service Extras – Add On

Service Extras – Add On If you would like to do an up-sell on any of your services then you need to install the service extras – add on. When enabled the Service Extras tab is added to the bottom of service details. Service Extras are not created here and will not show until added […]