Nick Genov

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Activity overview

Latest activity by Nick Genov
  • Nick Genov created an article,

    Using Discounts in Visual Dispatch

    Visual Dispatch allows you to easily configure and apply discounts to rental items. Once discounts are set up, they can be selected directly on a rental and will automatically carry through to the ...

  • Nick Genov created an article,

    Quoting 101 - Understanding The Basics

  • Nick Genov created an article,

    Partial Invoices (Multiple Invoices per Rental)

    When an invoice is created, there is a billing period in the upper left that shows the beginning and end date covered in the invoice (the period by default is the full duration of the job).   The d...

  • Nick Genov created an article,

    Add or Remove Employees

    Each employee must have a unique name. If an employee is not in the Employee list, then they are either currently in another branch list, or have previously been marked inactive and can be reactiva...

  • Nick Genov created an article,

    E-Ticket Groups

    E-Tickets have the functionality to group resources into a group/s. This allows resources in the same rental to appear on separate PDF eTickets/docket. To use eTicket groups, the option ‘use eTicke...

  • Nick Genov created an article,

    Emailing an E-Ticket

    The program follows a specific order when determining which email address to use for sending the E-Ticket. Here’s a summary:       The program first checks if a Site Contact Email is provided....

  • Nick Genov created an article,

    eTicket Groups

    eTickets have the functionality to group resources into a group/s. This allows resources in the same rental to appear on separate PDF eTickets/docket. To use eTicket groups, the option ‘use eTicket...

  • Nick Genov created an article,

    Creating a Filter

    Filters are used throughout the program to refine the information available in that particular view.  Filters are available on the Day View Spreadsheet, Equipment Chart, Employee Chart, Employee Li...

  • Nick Genov created an article,

    Equipment List Order

    The order of the equipment listed on the Equipment Chart and the default sort order of the Day View Spreadsheet, is set by the ‘User Order’ of the Equipment list.    To change the User Order of the...

  • Nick Genov created an article,

    Change a Customer from a Prospect to an Active Customer

    Here are the steps to follow In order to move a customer from prospect to an active customer: Open the desktop app Select the customer list. Click on the prospect radio button at the bottom of the...