The Question: I see that Apptivo automatically generates a PDF file of every invoice. Am I able to customize this template at all? The Answer: Yes, the Invoices App offers a great new tool that allows you to create your own custom templates which will be used to generate PDF versions of your invoices.To create…
The Question: I keep reading about how activities are the center of the Apptivo software, but I don’t quite understand their significance. What are the various CRM activities and the activity types, and how should I use them? The Answer: To understand what an activity is, let’s first take a look at its definition:Ac-tiv-i-ty [ak-tiv-i-tee]…
The Question: I have been tracking all hours using activities in the Projects App. Can I just create an invoice for this project and have my hours calculated automatically? The Answer: What you describe can be accomplished directly from the Invoices App. Click over to your Invoices App, and you’ll see a button at the…
The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use the document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files…
The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application. Being one of Apptivo’s collaboration tools, Notes have a few different proper uses, depending on the type…
The Question: When I have completed all of the work involved with a service work order, what is the process to resolve and close out the order? What would be the next step in the process? The Answer: Before closing out and billing for the work order, make sure you have added all of the…
The Question: I have created a service work order and supplied all of my details, but I am not sure how I can assign this work order to my technician and let them know when they should be resolving the problem. I see the “Tasks” section on the overview page, but these do not have…
The Question: I run a heating & HVAC repair company and need a solution to manage our work orders. I took a look at the Service Work Orders App, and it seems to be what we need, but it doesn’t quite work right for our company as-is. How can I customize the app so it…
The Question: I have taken a look at the configure section for the Cases App, but I was wondering if someone could please explain what these settings do? The Answer: Sure! Due to the simplicity of the Cases App, there is actually only one setting available that you’ll need to customize. For this app, you…
The Question: I’m already using Apptivo for my sales process management, but I need a help desk software option to organize and resolve problems coming from my customers. Does Apptivo offer a customer complaint management system? The Answer: Absolutely! An integral part of a customer relationship management (CRM) application is a customer complaint log service…
