Recent Topics
No drawing on Estimate
Why is my drawing not showing on my Estimate? I have checked and I have the report configured to show the Active drawing.
Edit Accounts
Why can’t I update my Account names?
Schedule Holidays
How do I block of holidays on the Scheduler?
Voided Action
How do I tell who voided an action?
SignNow signature count
If I send two forms to the same customer for SignNow signatures, does that count as one or two signatures?
Basys ACH - To help you get started smoothly
To help you get started smoothly, here are a few important things to know about how ACH processing works: ACH Limits: Your account will have a processing limit, typically set on a weekly or monthly cadence. These limits are based on the information you
When I click on the start date on the action date grid on an action, the times are not showing for me to choose from
When I click on the start date on the action date grid, on an action, the times are not showing for me to choose from. Can this be fixed?
Due Dates
Is there a way to show an Invoice Due Date on an Invoice?
Rename statuses
Can I add a different status name to my Process?
Schedule Order
Can I set my Schedules to appear in a specific order in the drop-down list?
Monthly SignNow Signatures
If I don’t use all my SignNow signatures for the month, do they roll over?
Update Username
Can I change a username or login?
Locked area after invoiced
I have a question about after a job is paid the area and job is locked. There are times when we need to go back in for things. Is there a way to not have the job locked after it is paid?
CUSTOMER/FABRICATION LAYOUT
We used to have an option to add a new top to an existing fabrication Layout, i do not see that option anymore. Now, if i forget to draw a top on my customer layout and my fabrication layout is done, i have to start a new one to get the new top included.
Auto reschedule certain actions?
Is there a way to set up Action Details to move an action automatically when you reschedule a template or install? For example, we have an action 2 days prior to Install to Confirm Install, but if we reschedule the install, then we also have to remember
Dealer Report
I have a dealer asking for all of their open quotes. Is there a report for this?
Estimate Export in QuickBooks
Do you have an option to Export Estimates from ActionFlow to QuickBooks?
Scheduling
Have there been any updates or improvements to make it easier to block out an entire schedule for a day? Right now, I’m manually going through to block off Fridays for my installers, which can be time-consuming. If there were a way to use the holiday
Splash not showing image on customer layout
Why is my splash not showing an image on the customer layout?
Application cannot be started
When I try to open ActionFlow a window pops up that says “Application cannot be started. Contact the application vendor.” When I clicked the details tab, the message that is attached pops up. I tried to uninstall it and reinstall the app but it will not
Compare Multiple Price List Tool not showing prices.
When I try to use the Compare Multiple Price Lists tool, one of my Price Lists shows but all of the pricing is listed as N/A.
Power BI - Custom Reports
Is there anyone well versed in Power BI enough to help me build out some custom reports? We are predominantly a wholesale business and I want to build a report showing our account (K&Bs) quarterly sales in Square Footage. If I have someone get me started
One-time payment link?
Does Basys offer a payment link that we can provide to our clients for a one-time payment? We would have this link on our website or send it out to clients when needed. The payment link is not specifically tied to an ActionFlow job number. Is this a
Customizable Dimension Labels
Is it possible to create a fetaure where we can select which dimensions we want to show on the drawing and which ones we want to hide? For instance, I might want to show the back and the side, but not the front and the other side (for redundancy reasons).
Slab Calculation Size Error
I just create a slab that has is 130x 65 so I know that it should have a total SqFt of 54.17. However, the SqFt is 117.36. This is messing up my costs. Please help!
Exporting Over to Quickbooks
Is anyone having trouble exporting over to QuickBooks. Sometimes I have to click the sync button numerous times ( 5 +) Then it will finally go. Using up a lot of my time. Now I have 2 payments and 1 invoice that wont sync. I've updated Action Flow and
How do I add user to my account?
We just hired a new employee. How do I add them to my ActionFlow account?
Will Payment links sent via ActionPay stay 'Live' after a payment is made?
I am using ActionPay to collect payments in ActionFlow. If I sent a payment link out to a client to submit payment on their job. They clicked on the payment link and made their payment. If they happen to go back to the link or forgot they made a payment,
Invoice not exporting and not getting any error messages
I have an Invoice that won't export and it's not giving me any error messages. Any ideas?
Fab Layout
After today's update, the fab layout is not working for seam tops, only one side of the seam shows the layout, the other side does not, can you look into this issue? see pictures attached. Thanks
Not set to instance error
On the fabrication tab, I keep getting an error that says object not set to the instance of an object when I try and add the slab image. How do I fix that?
Where should Markup, Target Adjust, and Line Item Overrides go??
Over the weekend, we moved the Markup %, Target Adjust, and Line Item Overrides functions from the AREA Data (Left Panel) to the Line Item Tab. Our goal is to clean up the area module to make it easier to navigate but we heard some negative feedback so
Can I tag the same slab to multiple areas?
Is it possible to tag the same slab to multiple areas or job in ActionFlow?
Line Items Troubleshooting
When I add a long notation to the line items after the most recent update, I cannot scroll over to override or append. Is there a way to change this?
Area Data box-Name Box in Draw screen
Does anyone else get annoyed that when you change a Price List the "NAME" box reverts back to "KITCHEN" when it's supposed to be something different like "primary bath". Is there a way to change the price list without changing the name box every tim
Color name not showing on Area
Why is my selected Color name not showing on my Area or on my Estimate?
Error Loading User
When I log in to ActionFlow I get this message immediately: Error loading user: Object reference not set to an instance of an object
Red question marks on the Scheduler
What are the red questions marks on the Scheduler for?
Searching Feature
I was wondering if there was a way to search by address or phone number for a Customer?
Wonky font on barcodes
When I try and print my inventory barcodes, it looks broken. What is going on?