ServQuest
ServQuest Application Functions and Features
- Recurring Rentals in ServQuest
- Pay Code Creation
- How to Create Chain Accounts User in ServQuest
- Bottle Deposit Tracking Setup
- SQ Utility- Copy schedule utility
- SQ Utility - Remove Tickets from Import
- Bing Mapping- Initial Setup
- Bing Mapping- Map optimization- Drivers and Routes
- Bing Mapping- Map optimization- Sequence and Time
- SOS SPLASHTOP Handheld Minimate Connection
- SOS SPLASHTOP Desktop Connection
- SQL Server Maintenance Plans
Dispatch
Basics
- ServQuest - Customer Creation
- ServQuest - Route Maintenance
- ServQuest Basics- Tickets Smart Grid
- ServQuest - Special Calendar Maintenance
- ServQuest - Adding DOT Question
- ServQuest- Driver/Tech Maintenance
- Cannot log in to ServQuest/Dispatch-License error
- Completing Tickets in ServQuest
- Void Tickets in ServQuest
- How to check your current ServQuest Version
- ServQuest - Adding a State
- SERVQUEST-ITEM CLASS SEARCH BE FILLED OUT
- SERVQUEST - ADDING NEW ITEM
Payment Processing
- Setting Up Pay Terms in ServQuest
- Setting up a Customer Payment Processing Profile for Credit Cards
- Setting up a Customer Payment Processing Profile for ACH Payments
- Setting a Customer Default Pay Code
- Setting a Customer on “Do not Process”
- Editing a Customer’s Payment Profile & Updating Credit Card or ACH
- Auto Pay through Prism’s Payment Processing Center
- Collecting on Overdue Customers - Charging an existing card
- Using CardConnect for payment processing on MiniMate
- Setting Up 2 New Fields to support Web & ServQuest Reconciliation
- CVV Validation
- Editing Receipt Information
- Batch Process Time – Captured to Process
- Review Captured (unsettled payments) and Processed (settled payments) on CardConnect
- Report Filtering - CardPointe Mobile
- Report Filtering - ServQuest and Web
- Setting Up a User - CardPoint Mobile
- Payment Processor Error - Unable to Add A Credit Card
- Credit Card Token Solution
- Generate Token Button Not Working
App Permissions
Reports
End of Year
Tank Cylinders
Pricing
Taxes
SQ MiniMate
- Minimate - Sync Error(SQL Server Error)
- Handheld Crashing on Step 2
- Handheld Crashing on Stops Screen
- Install Minimate APK on handheld
- Load and Check-in
- Check In and Out
- Minimate- Updating fixed pricing in schedule
- Minimate- Printer pairing and setup
- Versatile DEX Processing with MiniMate - Setup
- Minimate Error(Sync Request)
Stop Service
Accounting Integrations
- Update AccountMate Software Maintenance Key
- Recalculate Account Balances Issues
- QuickBooks Connector - possible errors
- QuickBooks Connector- running the connector
- AM- GL transfer error report
- (.TMP file is too large) error when running AccountMate Report
- AccountMate Support Channel
- AccountMate GL Closing
- Update YTD sales amount utility
- AccountMate - AR Module: How to Apply Payments/Credits
- AM Invoices: Applying Payment Discounts
Comms Center
- Comm. Center- Whitelist people in Outlook
- Comm Center - Email Blast Customers
- Comm Center - How to Review Email/Text Logs
- Comm Center- Send Text Messages
- Comm Center- OPT out options per customer
- Comm Center - Sending Statements with AccountMate
- Comm Center - Sending Invoices with AccountMate
- Comm Center - Configuring Individual Customers Email Settings
- Comm Center - Configuring Campaigns
- Comm Center - Invoice & Statement Campaign Settings
- Comm Center - Campaign Types