Best ERP Software for HVAC, Plumbing, Field Service Businesses
Vehicle Tracking with Verizon Hardware This document will explain how to activate and set up the optional Verizon tracking system. This allows you to display your vehicle location using any of these Verizon products (these products are subject to availability by Verizon): Verizon Connect – Reveal and Reveal Starter® Verizon Fleetmatics®* Verizon Networkfleet®* Verizon Fleet […]
Setup Mobile Devices for Tracking You can track the mobile device the employees are carrying. This is done through the Aptora Mobile II® or the Geo Time Tracker™ app. The map communicates with the app to determine its location and then displays that location on the map. The map is updated every two minutes or […]
There may come a time when technicians or employees may receive tips and gratuities from customers. You can record this information in the software by doing the following: Setup a Chart of Account to Report Gratuities If you already have an account to keep track of this activity, skip this step. If no account exists, […]
Payroll Setup Basics The idea behind this topic is to assist those who are setting up a payroll system from scratch. This topic may also be helpful for those who are in the early stages of managing payroll and wish to get on the right track. This particular help topic does not tell you how […]
Introduction to Employee Direct Deposits Direct deposit is a process where you create electronic files rather than paper payroll checks. These files are sent to your bank and money is moved around by your bank as needed. Here is how it works. You perform your basic accounting functions as usual. You prepare checks and payroll […]
Do you suspect a payroll report or paycheck contains incorrect information? This topic was created to offer some basic information about payroll processing that may help you with troubleshooting payroll related issues. One of the things the 941 and W2s show is how well your payroll has processed throughout the tax year. If the check […]
How to Setup and Manage a Tool Allowance or Tool Reimbursement Program for Your Employees This article assumes that the user is already familiar with payroll and payroll set up. The instructions below do not offer extensive details on payroll items and set up. Contractors often ask if they should pay for their employee’s tools […]
How to Sell Items to Employees and Create Payroll Deductions Have you ever wondered how to sell products or services to employees and deduct payments from their paychecks through the regular payroll process? If the answer is yes; here is how to do it. This topic deals with the subject of how to sell products […]
Introduction Prior to entering YTD Adjustments, you must have at a minimum your Payroll Items (Earnings, Deductions, Additions, Taxes, and Employer Liabilities) setup. For information on creating Payroll Items, please view the training video series for Payroll Setup. Gathering Required Information Any historical payroll that has been paid for the current year (1/1/xx to your […]
Introduction Piecemeal Pay is a way to help you maintain your competitive pricing structure while retaining your employees during times when work can be scarce or intermittent. Using Piecemeal within the program allows you to pay a base rate that is based on a percentage of Labor Cost. Labor Cost is a set value assigned […]
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