What do the report templates look like?

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• Where can I get report templates?

  Q:  Where can I get report templates? A:  The system does not currently have pre-designed report templates.  The users have the ability to create and customize templates according to the preferences of their individual companies.

• Do you have report templates? Are they web based? Can I use my Word doc. report format?

  We have a report and form generation feature that allows companies to build their own report templates. If you want to use your word reports, you still can. Then once completed, you can upload that report to the Report or Documents tab depending on ...

• Reports and Templates Tutorial

• Can I use my own templates or forms?

  Yes.  You can continue to operate your business as you would like.  Continue to use Word, Quickbooks or whatever programs you prefer.  Our system can run along side those programs to help you further.  Do your reports, create PDF's etc and upload ...

• Can the calendar be synced to other devices and calendars like Google, Outlook, Yahoo, etc.

  Yes.  There is a Sync Icon in the upper right hand part of the calendar that will allow you to download the calendar items and import/sync them into any calendar.