Short Cuts
As the name suggestions Short Cuts are easily accessible links visible at the top of every page.
- You may select up to 10 Short Cuts for your profile.
- All Actions and Reports are available as Short Cuts
- Visible on Every page
Short Cuts
How to Edit Short Cuts
There are two lists of Short Cuts - the master list of all available Short Cuts, and then the list of what you are currently using, or what you have selected.
Drag and Drop to customize which Short Cuts are displayed and the order in which they are displayed.
Available Short Cuts - Actions
- Create ESM Proposal
- Create Invoice
- Create Customer
- Create Appointment
- Find Customer
- Go to Calendar
- Merge Customer
- Merge Customer Location
- Receive CC Payment
- Reset QB Desktop
- Sync QB Desktop
- Sync with QBO
Available Short Cuts - Reports
- Report - Advanced (Analytics)
- Report - Basic
- Report - Bulk Order (Filters)
- Report - Coupon Usage
- Report - Customers
- Report - Declined Item Report (Invoice)
- Report - Diagnostic Conversion Rate
- Report - Diagnostic Pipeline
- Report - Email Log
- Report - Equipment
- Report - Filter Delivery
- Report - Filter Order
- Report - Filter Size Summary
- Report - Find Invoice
- Report - Job Cost
- Report - Learsource Lifetime Value
- Report - On the Fly Repairs
- Report - Opportunity Report
- Report - Overdue Invoice
- Report - Payment
- Report - Reconciliation Report
- Report - Repair Task by Technician Summary
- Report - Repair Task Summary
- Report - Service Agreement Dashboard
- Report - Service Agreements
- Report - Service Calls
- Report - Technician
- Report - Technician Performance
- Report - Technician Utilization
- Report - Text Log
- Report - Timesheets
- Report - Upcoming Email
- Report - View All Equipment Proposals
- Report - View Closed Equipment Proposals
- Report - View Open Equipment Proposals
- Report - View Upcoming Appts
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