Answered Questions

Apptivo integrates with Sign.co to help you to get documents signed digitally within the App. To enable eSignature in Apptivo make sure to have an account in Sign.co and integrate it wi...more

Using Apptivo’s tasks app, you could create tasks with automated estimated hours based on the start and end dates. By this, you could set a timeline for the tasks of your employees. S...more

The Dispatch Calendar in Workorders app allows you to fetch the personal calendar of your employees so that you could keep track of the services they’re attending. This will help you ...more

Bill of Materials is the list of sub-items that could be included in the parent item’s record. By using that you could keep all the associated items in one place. Now you can set the ...more

An important aspect in sales is sales territory management. It aids boosting your sales team's morale, inspire team cohesion,while providing a larger customer base. Therefore, every sal...more

Exclude the unnecessary records and get the necessary records in less time using the filter option. By using the Filter option of Apptivo you can access the leads based on the lead sour...more

When a lead expresses an interest in your product or services through an email the employee to whom the lead was assigned gets an email alert. Let's go through the steps to set email al...more

The Print/Web Layouts allow you to customize the estimates or invoices you are going to share with your customers. By using this feature, you can design your layout by including all the...more

Tags are the easiest way to categorize the records. Having the tags sorted is also important since it makes your search simpler. You could find the tags in alphabetical order by using t...more

With Apptivo, you can create a custom view and filter emails by specifying the sender, date, recipients, subject, and many other factors. After filtering, you can save them as a view an...more

The events that your employees, contacts, or teams attend will now be collected on their respective overview pages, and keep track of their activities from time to time. Sometimes it’...more

The Order’s access level is an additional layer of security over the access roles provided to the employees. Enabling this setting will restrict access to individual orders, based on ...more

There may be situations where you desire to delete your account. Deleting your account is not complicated in Apptivo, since we respect your choices. We’ve also provided a backup solut...more

One excellent way to offer more functionality and enable you to enhance your business productivity is through add-ins. Outlook has a feature that allows you to integrate your records in...more

Add-ons are one of the great ways to provide extra functionality and allow you to be extra productive with your business. Apptivo offers you add-ons for Gmail, you could get them from t...more