During this session, we explored several powerful features to help streamline your operations:
- Edit Pricing Schemes: Update existing pricing schemes, archive outdated ones, and create new pricing. Learn how to apply pricing schemes to the right customers
- Grid Editing: Easily edit pricing sheets directly within the grid view for faster updates
- End-of-Year Adjustments: Get your pricing and financials
- Customer Lists: Quickly generate a complete customer list with contact details. Identify customers who have not booked a job within a selected time period
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