Changing taxability of a specific line item
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Changing the estimator on an appointment or sold project
Rarely, you may need to change the estimator after an appointment has occurred. Or, you may need to change the estimator on a sold project. If your estimate was written against an appointment: Open the project in question On the left side, click ...
Video Walkthrough : Physical Addresses (Service Address, Billing address, and Project-specific address)
Searching In Compass
The Search box at the top of the Dashboard screen is a powerful tool, capable of quickly locating all references across various entries of the system such as customer records, invoices, notes, and more. The system does account for misspellings. It ...
Creating A New Estimate
Clicking on New Estimate from the Customer Screen will open the Create Estimate Screen. This screen is the first step in creating a work order for technicians to perform a job at a customer location. Products and services can be entered as ...
Processing Refunds in Compass and QuickBooks Online.
Much like payments, refunds should be entered within the Compass application. When they are entered, Compass syncs this information with QuickBooks online as a "check." The refund is accounted for in the Accounts Receivable account. This causes the ...