• Retainer Use Cases
• Periods, Allowances & Templates
• When to use a Retainer instead of a Project
• Linking Projects & Tickets to a Retainer
• Analyzing & Reporting on your Recurring Work
Presenter: Alec… Read More
• Retainer Use Cases
• Periods, Allowances & Templates
• When to use a Retainer instead of a Project
• Linking Projects & Tickets to a Retainer
• Analyzing & Reporting on your Recurring Work
Presenter: Alec DiRienzo (Technical Account Manager)
Host: Clay Hagen (Customer Success Manager)
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…