Answered Questions

Apptivo Invoice app allows you to create and send an invoice to a customer. It allows you to send the payment reminder automatically if your invoice is long overdue. You can set the act...more

Timesheets App allows you to add any custom fields that can be customized by using the Master Layout by default. These are like business attributes which support you to customize your b...more

Leads app collaboration allows you to view common features available in apps such as news feed, calendar, follow-ups, tasks, call logs, emails, notes, and documents. In addition, it all...more

Apptivo apps allow you to sync the Apptivo events with the Office 365 events. While creating the events, you can add multiple assignees as per your requirements. In addition to that, yo...more

Work Orders app in Apptivo allows you to customize the estimate templates with the eSign attributes. Through that, you can send you estimates for eSigning purposes with the customized a...more

Apptivo’s Work Orders app allows you to create and customize the recurring work order frequency as per your business requirements. You can set the recurring work order’s repeat freq...more

You can use the Summary Boxes in Apptivo’s custom-created Cases Extended applications to add the summary of Count, Sum, and the Average of the data based on the conditions as per your...more

Apptivo’s Documents app allows you to add and store your business document securely. It allows you to add the documents and share them with any employee or a team without any hassle. ...more

Apptivo’s Custom app enables you to print the records as a PDF. PDF is widely used across the globe as it assists in retaining the document layout. Custom apps in Apptivo allow you to...more

Apptivo apps allow you to sync the Apptivo events with the G Suite events. While creating the events, you can add multiple assignees as per your requirements. In addition to that, you c...more

The Google Maps integration in Apptivo allows you to view all your work orders in the Map View. While viewing the addresses in the Map View, you can set the default servicing location t...more

Opportunities are the second phase of the sales stage. This is the stage that comes when a lead is converted, and it can be converted to an order, once the deal is reached. Bulk Update ...more

Apptivo apps allow you to configure multiple currencies. You have to configure Currencies in Business Settings in order to enable multi-currency options for your Estimates. Steps to Con...more

Apptivo Intelligence Dashboards for Contacts app gives you the ability to visualize and analyze your data using custom dashboards. You can create and customize dashboards to get a simpl...more