https://youtu.be/cx5Y27Pe8PQ The auto email template is a way to have the system send information via email to your customers at certain critical times in the life of an order: The key milestones on a job are shown above. You will need to setup each ...
Error messages like this: The best way to solve this problem is to close any open Tristar Programs: They show the above icons on your task bar at the bottom of the screen. Make sure they are not open. then run client setup: click Ok on the first ...
Please Note: Gmail has changed the location of App Passwords in their settings since making this video. You can create an app password here: https://myaccount.google.com/apppasswords The rest of the video will still help with creating the setting up ...
The first screen of the proof of service is pretty large and involved, but once you fill it in properly, your affidavit or proof of service can be pretty simple. Please note the first selection (drop down list at the top), it is the manner of ...
Here is a video on how to edit statements : https://youtu.be/2rTmYU_nYjU Tristar Software's PDF statement system uses the Customer Statement profile to define what prints for each customer. To update that information you will go to maintenance / ...