Service Autopilot

[maelawncare]

Originally Posted by Seabreeze

I am having trouble syncing SAC with QuickBooks Online, We are using all Macs. Does this feature work with macs?

Not that I know of. I am also pretty sure that Service Autopilot doesnt work with Quickbooks online.

[BLC1]

I think I am going to dive in this week unless anyone can point me towards something better. Jobber was my second favorite option.

[CLS_Birmingham]

Currently using QB Sync (A must) and Client Portal. Its taken me sometime to get everything up and running but, so far I'm pretty satisfied. Client Portal currently only shows Past/Current Invoices and Past payments. It does show the client the details of the invoice if they click on it.

Its not the most impressive thing, but I'm told there will be an update in June that will overhaul the entire client portal. Implementing it is as simply as posting a link on your current website.

[HBFOXJr]

Originally Posted by CLS_Birmingham

Currently using QB Sync (A must) and Client Portal. Its taken me sometime to get everything up and running but, so far I'm pretty satisfied. Client Portal currently only shows Past/Current Invoices and Past payments. It does show the client the details of the invoice if they click on it.

Its not the most impressive thing, but I'm told there will be an update in June that will overhaul the entire client portal. Implementing it is as simply as posting a link on your current website.

My experience has been that clients use this way, way more than they ever used my QB online payment.

[maelawncare]

Originally Posted by HBFOXJr

My experience has been that clients use this way, way more than they ever used my QB online payment.

Can they pay online straight through there?

[HBFOXJr]

Originally Posted by maelawncare

Can they pay online straight through there?

If you are talking SA, yes. It's a secure link through a 3rd party payment processor SA has agreements with. I use BluePay. Clients can even go in and make a prepay on their account with out any invoice. Nothing like waking up in the morning and finding out some one put money in your account.

[McFarland_Lawn_Care]

I've used paypal....how are your fees and rates for Blue Pay....think I'll call them tomorrow for an idea of what it costs.

Jason

[willretire@40]

looks like text messaging is getting setup in SA
Posted via Mobile Device

[McFarland_Lawn_Care]

Yes and the Mobil seems a lot faster!

[maelawncare]

Originally Posted by willretire@40

looks like text messaging is getting setup in SA
Posted via Mobile Device

what do you mean?