Best ERP Software for HVAC, Plumbing, Field Service Businesses

Customers & Accounts Receivable

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Gateway Settings for Bambora (Canada Only)

Activateā€Ætheā€ÆNew Systemā€ÆĀ  Click Edit > Preferences > Customer Payment > Company Preferences. Check the ā€œUse Gateway Payment Profilesā€ checkbox.ā€Æā€ÆĀ  Do not click the Batch Convert button at this point. This will be covered later.ā€ÆĀ  Create a Bambora Merchantā€ÆAccountā€ÆĀ  BamboraĀ  If needed, create a new account by logging into ā€Æhttps://bambora.comā€ÆĀ  You will need the following information

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Barter Exchange Transactions

How to Manage Barter Exchange Transactions These instructions cover how to use barter exchanges within Total Office Manager.Ā Ā The most common scenario is an even exchange of goods/services at one time and more rare scenarios in which goods/services are fulfilled by one party at the time of exchange, but the other party makes full repayment by

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Pick Ticket Sheet

Using the Pick Ticket Sheet (aka: Pull Sheet) The pick ticket feature consists of a report that may be printed from the Estimate form. The idea is that a sales person would create a comprehensive estimate that contains all of the various equipment, materials, and technical notes required to complete a sale. This sale may

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Customer:Job – Title List

Introduction Customer:Jobs – Title List is where titles specific to individuals listed under that particular category. To think of it one way, these ā€œTitlesā€ refer to their position at an organization. A title would be something like ā€˜Homeownerā€™ or ā€˜Site Managerā€™ depending upon the job role of that individual. The use of Titles is not

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