Online Project Management, Time Tracking, and Customer Invoicing in Apptivo

Posted on 3:09 pm, January 5, 2013 by

tetter_totter

Apptivo contains many various tools which assist in the process of managing and tracking time for the tasks completed during a customer project.  Regardless of how the customer is billed for this effort, you can easily generate invoices directly from the project, or even from separate employee timesheets.  Our solution includes the capabilities to completely…

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Zipmark eCheck Gateway – New Payment Option for Invoices

Posted on 7:59 pm, December 20, 2012 by

zipmark_logo

Does your business want to collect payments from an online gateway that support eChecks that let customers pay directly from their bank’s checking account? If so, Apptivo now has the solution. We’ve partnered with a revolutionary new payment processor called Zipmark. By teaming up, Apptivo’s online invoices app now allow you to generate electronic invoices,…

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How does Apptivo decide which features to work on?

Posted on 12:52 am, November 7, 2012 by

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Here at Apptivo, we like to think of ourselves as a high customer-centric company. We believe that when it comes to deciding what the customer wants, the customer knows best (simple enough, right?). Because of this, our company roadmap is 100% driven based on customer requests, and we work extremely closely with our customers to…

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Sales Orders 2.0 & Many CRM App Improvements – July 28th, 2012

Posted on 8:51 pm, July 31, 2012 by

orders_20_app_homepage

Hello there! This week was a big week for CRM, including an overhaul of the contacts, leads, and customers applications. Along with this, we included various small improvements for the Invoices App, and we released the 2.0 version of our Orders App. For CRM, there are several notable improvements that have been included. The best…

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Advanced Searching & Reporting, Email Notifications, and Cases 2.0 – July 14th, 2012

Posted on 7:53 am, July 19, 2012 by

opportunities_reports

This week we’ve made several notable new features which you can expect to see rolled into all of our apps over the upcoming months. We were focused on four core apps this week: Cases, Opportunities, Estimates, Invoices, and Work Orders. The most important new feature is the addition of advanced search, and custom report generation….

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How to Access Apptivo From G Suite or Gmail

Posted on 12:59 am, July 19, 2012 by

moreapptivo

Apptivo offers direct integration with your G Suite account. Once your G Suite domain administrator has configured an Apptivo app, employees can navigate to Apptivo instantly while viewing their email, contacts, calendar, etc. Before Accessing Apptivo You must have an Apptivo App installed from the G Suite Marketplace. Your Google Account must have proper access…

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Remove Shared Contacts Without Deleting from Google

Posted on 6:16 pm, July 18, 2012 by

remove contacts from

There are many cases where a user may have a business contact shared with their colleagues, but then decide that this contact should no longer be shared. While you have the option to simply delete the contact from Apptivo or Google, this will permanently remove the contact. If you wish to keep this contact available…

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Implementing Service Delivery Process using Apptivo Apps

Posted on 12:30 am, July 18, 2012 by

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Glocial Tech would like to implement the Service Delivery Process starting from a lead, all the way up to getting the payment from the customer. This is for their network installation service. Apptivo certainly has Apps to support this process. The ability and ease with which you can create this integrated flow is what makes…

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