Clients
- Adding an Extra Coverage Shifts to the schedule
- Banning an Employee from a Specific Client
- Client Notifications
- Configuring Reoccurring Equipment Charges to Client Invoicing
- Creating an NFC Tag through the Client Profile
- Enabling 'Exact Clock-in and Clock-out Times for Invoicing Purposes'
- GPS + Form Settings
- How to add a Late Fee to a Client
- How to add a Report for Employees under a Specific Client
- How to add Shift Notes
- How to assign a Role to an Admin User
- How to configure text messages for employee shift notifications (check-in & check-out)
- How to Create Check Points and Patrol Routes
- How to edit/add new reasons for leaving in the PCF(Personnel Change Forms)
- How to get access to the Client Portal
- How to set up Check-in Radius & Geo-fence
- How to set up Holiday Rates
- How to upload a Post Order
- Invoice alternative 'Bill To' Address
- PCF (Personnel Change Forms)
- Rate Codes & How they Work
- Updating AR Aging Net Terms Per Client