Contacts | Customers

Email Customer Statements - Automate Sending

The system can email out Customer Statements for you automatically.  Avail...

Exporting Customer Emails

Exporting Customer Emails Version 19Overview It is possible to mark a custome...

Capturing Contact Information Overview

OverviewThis video is an overview of the multiple ways users can create and p...

Creating a Contact Customer

Learn how to create a new contact or customer. This is from the Foundation E...

UpNext User Settings

OverviewThe UpNext module of JobRunner and FloorManager can be utilized to vi...

Accepting Customers, Vendors, Subcontractors/Installers

Accepting Customers, Vendors, Subcontractors/Installers In order to Accept a ...

Tracking Referrals with Members and Guests

OverviewThe Referred By / Member Feature can help to track referrals by indiv...

Avalara Tax Service Not Working after Migration

Issue:   After a server migration, the client reports Avalara Tax Service plu...

Personnel Access

Personnel Access LevelsDefault Access LevelsOur default Access Levels are des...

FileMaker Server: Updating Session Identifier Name Shown in the FileMaker Server Admin Panel

FileMaker Server - Updating Client Names Shown in the Databases Tab of the Ad...

Windows 11 Users Unable to Save their RDP Password

Issue:  User reports they are unable to save their RDP credentials due to Win...

Remove Duplicate Contacts

OverviewOccasionally a customer/client will be duplicated.  The instructions ...

Hourly Matrix/In House Installer Set Up

Overview The Hourly Labour Matrix is designed to help you cost the hours to t...

Subcontractor Withholding(short pay AP)

Subcontractor Withholding(Insurance cert expired or short paying for material...

Bundle-Sales Modifications on Existing Bundles

Overview The video in this article will assist system users in making change...

Zoho: Unable to Share Screen during Meeting or Remote Session

Unable to Share Screen Through Zoho Meeting/Join/AssistIssue: User is unable ...

Unable to open Read-only file in FloorRight

Turning Off Read-only Status on FloorRight Files.If FloorRight shuts down une...

Zoho: How To Join Zoho Remote Support Session

How to Join Zoho Remote Support Session Joining session using Email Invite ...

CLiMIT Powered by Floorcloud Integration - Early Access

CLiMIT Powered by Floorcloud Integration Floorcloud integration is in ear...

Payment Links with Cyncly Payments

When Cyncly Payments powered by Payments Flex is activated in your database, ...

Using the Cyncly Merchant Portal

Cyncly Merchant Portal - powered by Payments Flex With Payments Flex, your pa...

Reconciliation for Month End Billing Users

For users who have opted for Month End Billing so that credit card fees come...

Pacific Solutions Hosting: Remove Access to the Pacific Solutions Hosted Environment

If you no longer need access to the Pacific Solutions hosted environment, fol...

Processing Refunds with Cyncly Payments powered by Payments Flex

Refunds  From the completed payment, click Payments Flex and select Refu...

Reinstalling the Payments Flex Application with Cyncly Payments powered by Payments Flex

If you see the following error message when attempting to open the Cyncly M...

Pacific Solutions Hosting: Disconnection from Hosted Server Without Prompt or Error Message

OverviewUsers who are disconnected from an RDP session within 30 seconds, wit...