All Questions

The Free Text Description attribute on the Templates helps to add your needed text anywhere in the print layout. In addition, you can customize the Free text description attribute with ...more

Apptivo provides the ability to add customers to specific projects, so they can log in and view the progress of the project details using their own account. Along with that, you can giv...more

The SMS template feature of Apptivo is utilized while sending SMS as an action in Triggers. To make use of the SMS feature, it is essential to add a phone number in the Contact Center A...more

The Service Level Agreement of Apptivo is one of the best tools that helps you to create and set the terms for the employee response time for the cases. It allows you to create multiple...more

The Contact Center app of Apptivo has a call recording option that allows agents to record the inbound and outbound calls. With the default call recording option, you can either configu...more

The Estimates App of Apptivo allows you to add notes to the Bill of Materials table present in the Products/Items Sold section of your estimates. Before using this table, you have to co...more

Invoicing Workbench in Apptivo helps you to generate a workbench for the work orders that will auto-accumulate into a single batch based on the filters and criteria. Steps to customize ...more

The Estimates App of Apptivo allows you to send email reminders to your customers. You can customize the reminder to send emails automatically or add them to the reminder queue. Steps t...more

The Emails activity of Apptivo allows you to view the emails from multiple email accounts added to your Apptivo account. You can also filter your emails easily based on different accoun...more

The Retainer Frequencies option available in the Contracts app of Apptivo enables you to determine how frequently the service is offered to your customers in the contracts. With Apptivo...more

The radio button field available in the Master Layout of Apptivo allows you to add values and select an option from the given values. Let’s walk through the steps to add values to a c...more

The Contracts App of Apptivo allows you to add the default hourly rate of your resources. This default hourly rate can be changed from the Settings page of the Contracts App. Steps to e...more

The Ref App field of any application enables users to associate data from other apps in Apptivo. With this, users can easily view all the related data in one application. This field is ...more

The Contracts App of Apptivo automatically populates the payment term while creating or editing a contract. This value depends on the customer added. The payment term added for the cust...more

While printing your documents in PDF, you might want your documents to be downloaded in a particular file name format. This can be configured effortlessly from the Print/Web Layouts of ...more