By having only one birthday field, it totally defeats the purpose because it will be wrong to send a birthday card to the wrong person. In our old system we used to keep track of the birthdays in the 2nd address line but it doesn’t exist here. Right now we are using the “name” field designed for Mr....

I am wondering if anyone figured a way to keep track of the spouses’ birthday. The system has only one birthday field, but in many cases there are 2 names in the customer field.

After noticing that some days where correct and some were not I checked invoice by invoice to find the discrepancy and found out that we were doing something wrong with the discounts.
I'll keep an eye on it, but I think it will work.

Thanks for all the help.

Our SA has a weekly guaranty plus % of total sales on a weekly basis, plus extra monthly bonus for diferent level of gross profit. The techs are getting paid flat rate, and I am using the business sumery ofr those numbers. I also have extra bounses for the whole team when they reach a certain goal (...

I took a little time off to make sure that all the “transferred” repair orders are long gone before looking at the numbers again, and I am still having discrepancies. I am looking for the total sales numbers in our business as well as the gross profit on those sales. What I am doing right now is tak...

When I export to Excel from the reports menu > Follow up tab > MM Create data export file > Recommend I get all the information I need in order to send a recommended service letter / post card / email… …other than the recommended services. Where else can I find and export the recommended services to...

The numbers you get from that report are different from the numbers you get from the posted reports. I called Tech support several times on this issue and I get different answers from diferent people as to what are the real numbers, and where to gather them. I am told that mangement is the only plac...

Where can I find a FINAL report that will show period sales and cost (same information found in the Invoice Profit Summery). I am looking for basic view of my business at the end of the week that will show summery of costs and revenues. Also report that will not only show technician’s labor, but als...