Recent Topics
Po's on Estimates
Can I add a Purchase Order # to my Estimates?
Cost Overrides
Where is the Cost Override for Line Items?
How to no longer be charged for a user.
Why am I still being charged for a User that I Unregistered?
Second Shipping Address
How do I add an additional Shipping Address for my company?
Line Item with End Date still showing
I have an End Date set for a line item, but it is still showing as an available line item on my job.
Can I see $T on the Month View on the Scheduler?
I was curious if you can see $T on the Month View of the Scheduler? Currently, I can see them on the Day and Week View.
Include Current Area Only on Invoice
Why doesn't the Include Current Area Only work when I try to run an Invoice?
Two spots for Contact Information
Why are there two different spots for contact information in the Customer tab?
Move top to new area
Can I move tops from my current Area to a new Area?
Markup% not showing
Why can’t I see the Markup% in my Area Module?
Customer List
Where can I get a list of my customers and their contact information?
Import Scan
Just did a full reconciliation of entire warehouse and imported all my inventory and then selected update locations and status. It did not update my locations?
Unable to add assigned role to Quote Wizard
Was something changed in this update to make this happen? We are unable to add the sales rep role to in the quote wizard. We are able to everywhere else though.
Inventory Snapshot Report Issue Fixed: Accurately Track Remnants generated from WIP (USED slabs)
The "Inventory Snapshot Report" is designed to show the value of your inventory at any one point in time. In most cases, you want to know the value of "Available" inventory. There is a gray area when a slab has been cut or "Used" but has not yet been
Account hold
Can you have a warning that will let you know if an Account is on Hold?
Lead Source totals
Can you track your Lead Source totals?
Inventory Location
How do I add Inventory Locations?
Delete Named Layout
Can you delete any of your Named Layouts?
One drawing not showing
Why is one drawing showing on my Estimate but the other is not?
How can I monitor my ACH transaction volume in the iQPro Portal (Basys)?
I would like to find out how I can monitor my ACH Transaction Volume when using ActionPay. *Please see steps below in reply*
What is a good margin?
What a question! It depends on who you ask. For fabricators who follow cost accounting, a 5% to 10% margin is normal and 15%-30% is doing well for the countertop industry. Obviously, that can range significantly based on location, type of business (commercial
Declined vs Cancelled Status on a Job
When should I use a Declined Status on a Job and when should I use a Cancelled Status?
Comment moving to next Action
Can a Comment be moved to the next Action in our Process?
Blank worksheet
When I pulled up my Worksheet it was blank, what would cause this?
T$ check box missing
Why can’t I see the T$ check box in the Area Module?
Barcode issue
Is this the way my barcodes are supposed to look?
Account List
Is there a report that I can run to get a list of all my accounts?
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?