Customer service!! The team is fantastic to work with.
The software is totally user friendly. We run an HVAC and electrical construction company with 14 field technicians. Every tech is able to work from their tablet to collect payment after the work is performed. Once our office staff loads the customer information into the portal, our techs are able to do the rest on site. This allows for positive cash flow on a daily basis. Review collected by and hosted on G2.com.
On the payments tab, the drop down menu does not have an option for yesterday. I balance my checkbook daily. Having this feature would save a little time.
When exporting payments, there are too many fields that are not necessary. Being able to select the export information with only the information you need would be amazing.
The system allows you to setup the same customer multiple times without any warning. Yes, there is a merge option however, being warned that the customer already exists would be a much better option. Review collected by and hosted on G2.com.