AI Agents

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Regina Pollastro

910 Edinburgh Ln, Charlotte, NC 28209

Laborum maiores officia occaecati sint molestias voluptate repudiandae

Olivia, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

Today Now

Openness is root level for us. Information is open internally by default and sharing is a first principle. And we understand that speaking your mind requires equal parts brains (what to say), thoughtfulness (when to say it), and caring (how it’s said).

Unknown Contact, 566-950-9962

to (395) 554-3025

Group

September 16, 2020 10:13am

Create Lead

Assign Lead

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Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

User Name

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

to (395) 554-3025

SMS

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

September 16, 2020 10:13am

Laborum maiores officia occaecati sint molestias voluptate repudiandae. Optio aut et. Autem voluptatum aliquid consectetur dignissimos est ipsam.

Olivia Eklund, Home, (844)-345-3045

Tenant

September 16, 2020 10:13am

12 Mon, September

Necessitatibus deleniti excepturi voluptas error.

Tallah Cotton, Today, 10:13am

Necessitatibus deleniti excepturi voluptas error. Blanditiis expedita impedit praesentium rerum omnis. Quam reiciendis corporis explicabo voluptatum quisquam autem earum deleniti.

Olivia Eklund

Home, (844)-345-3045

Tenant

to (395) 554-3025

User Name

07/12/2020 06:30PM - 07:15PM Delete

Harum qui in quidem 😄 architecto culpa facilis rerum.

Tallah Cotton,

Sending

Harum qui in quidem 😄 !

Tallah Cotton,

Resend ⟳

Hi!

Long file name array .pdf

Lori, Today, 10:13am

Today

Hi!

Long file name array .pdf

Olivia Eklund,

Home, (844)-345-3045

Tenant

to (395) 554-3025

User Name

07/12/2020 06:30PM - 07:15PM Delete

Olivia Eklund,

Home, (844)-345-3045

Tenant

to (395) 554-3025

User Name

07/12/2020 06:30PM - 07:15PM Delete

Hi!

Lori, Today, 10:13am

This is an automatic message. Please do not reply.

Lori, Today, 10:13am

From

Chris Moreschi Group Number 8443-345-304

+1 222 222-2222 Group Number

+1 222 222-2222

Chris Moreschi

+1 222 222-2222

Chris Moreschi

+1 222 222-2222

Chris Moreschi

+1 222 222-2222

Chris Moreschi

+1 222 222-2222

Chris Moreschi

a.pdf

Manage Templates

Template SMS Name
SMS
Template SMS Name
SMS
Template SMS Name
SMS
Template SMS Name
SMS

Send

Drop file here

Files rules, format, sizes

12 Mon, September

Necessitatibus deleniti excepturi voluptas error. Blanditiis expedita impedit praesentium rerum omnis. Quam reiciendis corporis explicabo voluptatum quisquam autem earum deleniti.

Olivia Eklund, Husband,

Home, (844)-345-3045

to (395) 554-3025

User Name

07/12/2020 06:30PM - 07:15PM

Harum qui in quidem 😄 !

Tallah Cotton,

Resend ⟳

a.pdf

Manage Templates

All Templates

Estimate Notes
Work Order Notes

Apply

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Top Note
Template Name
Top Note
Template Name
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Template Name
Top Note

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Files rules, format, sizes

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

Tallah Cotton

Account #5580

1-161-028-5579

Primary Phone
1-161-028-5579
1-161-028-5579

from (306) 605-8534 Mobile

to (306) 605-8534 Mobile

September 16, 2020 10:13am

from (306) 605-8534 Mobile

to (306) 605-8534 Mobile

September 16, 2020 10:13am

A new job was assigned to you for today, 15/08/2024

September 16, 2020 10:13am

A new job was assigned to you for 20/05/2024

May 09, 2024 10:13am

A new job was assigned to you for tomorrow, 16/08/2024

May 09, 2024 10:13am

You payment for invoice #3783691 has failed. You were unable to compleate the additional customer authentication required. Plasw re-run the card again.

September 16, 2020 10:13am

You payment for invoice #3783691 has failed. You were unable to compleate the additional customer authentication required. Plasw re-run the card again.

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Diego Morata

September 16, 2020 10:13am

Diego Morata

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Diego Morata

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

Customer signed an estimate #3366950

September 16, 2020 10:13am

+1 234-662-3650
+1 234-662-3650

(Chris)
Manage/change phone numbers →

System Default
Device name
Device name

System Default
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System Default
Device name
Device name

My Account
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TS

Natural Resource

account.email@gmail.com
Natural Resource

account.email@gmail.com
Gorilladesk

gd.email@gmail.com

Info

Client First Name

Blue
Purple
Magenta
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Red
Orange
Olive
Green
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Solid Color
Pattern

Message Bubble
House
Portfolio
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I still haven't seen an invoice with what we owe for the lift. Can you please have your folks resend?

You can create an answer from a specific occurence of this question

Occurences of this question

08/08/2020

08/08/2021

Question content

September, 04 2024

Question content

November, 04 2024

Question (first if there are more than one)

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A Better Way to Manage Devices

If you want to drive more commercial and facility management business you’ll need proper reporting and tracking. This feature gives you the tools to confidently go out and win big business.

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Answer

This invoice is not attached to a job, it is a stand-alone invoice.

Use this to create invoices unrelated to a job.

Repeat

Customer

Billing Address

Nguyen Van An

231 Massachusetts Avenue

Boston MA 02115

Invoice

Invoice Date

Repeat

Period

weeks

Repeat on

Every

month

Repeat By

Every

year

Repeat By

End

jobs

August 2021

Invoice Date

Action

Kaden.Flatley17@hotmail.com

Invoice action executes at

Summary

Daily, Every 12 days, Ends Never, Except the 1st Mon Tues Thurs of Every Week

Item

Cost

Tax

Qty

Price

One Time

00.00

Item Note

Sold by

Chris

Dusya Sigachyova
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful
Ashish Asharaful

00.00

Item Note

When paying by card a merchant surcharge will also be applied.

Add Item

Subtotal

00.00

Tax Name (7%)

00.00

Tax 2

00.00

Total

00.00

Amount Due

00.00

Available Credit

00.00

Balance Due

00.00

Terms

(visible to client)

Note

(visible to client)

Insert

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Customer Notes
Estimate Notes
Invoice Notes
Job Notes
Top Notes
Work Order Notes

Apply

Template Name
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Template Name
Top Note
Template Name
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Template Name
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Template Name
Top Note

Thank you for your Testbusiness.

Images

Visible to client

Drag & Drop Images

Current Balance

0.00

Customer

Amount

Apply as credit $100,024.00 available

Date

Method

Invoice Status

Invoice

Date

Status

Orig. Amt

Amt Due

Payment

1235689

06/06/2020

Sent

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

1235689

06/06/2020

Draft

$120.00

$00.00

Please search and select customer

Payment applied

$260.00

Updated balance

$188.60

New credit

$8.00

TT

Cath Lua
Invoice #000123
JA

Jeannie Apple
000-123-888

Customer Location 1
Customer Location 2
Customer Location 3

Add

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Document Name

Add

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Document Name

Add

Remove

Document Name

Add

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Document Name

Add

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Document Name

Add

Remove

Document Name

PDF

Add

Remove

Document Name

PDF

Add

Remove

Document Name

PDF

Add

Remove

Document Name

PDF

Add

Remove

Document Name

PDF

Service Address

* Address to

Location Name

* Service Address

Map Coordinates

Location Note

0 Units

Billing Address

* Bill to

Billing Address

Billing Email

Billing CC

Location Tags

Amsterdam

House

Add New Tag

House
Apartment
Pets
Dog
Rain

Invoice Tags

Appointment Messaging Preferences

SMS To

165-498-2313

(Chris)

None
165-498-23133333333333333333333333333333333

(Chris Moreschi)
165-498-2313

(Chris Moreschi)
165-498-2313333333333333

(Chris Moreschi)
165-498-2313

(Chris)

Changes Log

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 edited to 0123456789 from contact field

Thu, September 16, 2021

Chris

September 16, 2021 4:12PM

SMS number 0123456789 added

Email To

Confirmations

Reminders

Followups

Broadcasts

Late Payments

Property Estimation

Open Map

When adding invoice items for this location automatically assign these tax rates.

Tax 1

0.5% 0.5%

Tax 2

0.5% 0.5%

Payment Terms

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Status

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Last Name

Title

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Source

Top Note

This note will appear on Chris's jobs

Believe it or not, spiders are a beneficial pest. They are skilled predators, using their webs to trap unsuspecting pests in and around your home. And, while most house spiders are harmless, discovering their webs can be an unsettling experience.

Believe it or not, spiders are a beneficial pest.

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Save

Charge $0.00 to card number **** 1111

Name

Description

Cost

Tax 1

Placeholder

Tax 2

Placeholder

Term Name

Term Due Date

Late Payment Fee

Note

+84 000 888 999
000 12345678
+84 000 888 999

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

Add CC Email
Add BCC Email

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

MESSAGE BODY

View Estimate View Dynamic Estimate View Package Estimate

Filename.png

Filename.docx

Filename.pdf

Filename.xlxs

Filename.csv

Filename.mp3

Filename.video

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

Add CC Email
Add BCC Email

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

emai.address@gmail.com
emai.address@gmail.com
emai.address@gmail.com

MESSAGE BODY

Filename.svg

Uh Oh! This file type is not permitted.

+84 000 888 999
000 12345678
+84 000 888 999

Print Tech Name

Lakshmana Dongerkerry

October 27, 2019

Clear

Print Tech Name

Lakshmana Dongerkerry

October 27, 2019

Clear

Print Tech Name

Lakshmana Dongerkerry

October 27, 2019

Clear

Card Number

Expiration

CVC

Cardholder name

Street

City

Zip

State

Country

Additional Options

1customer.name@gmail.com
2customer.name@gmail.com
3customer.name@gmail.com

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Note

Images

Terms

Note

Images

Change Log

Top Note

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

Regina Pollastro

SMS

Notification

Assign Lead

Content

Custom Answers

Train AI

Reports

Settings

SMS Conversation

Select Option

Content

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Remove

New Invoice

Invoice Frequency

Terms

Note

Images

New Estimate

Terms

Note

Images

Add Payment

New Document

Add a Location

Change Log

Override Messaging Preferences

New Customer

Manage Phone Labels Add new

Edit Phone Label

New Phone Label

Delete Confirmation

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Edit Contact Label

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Add a Card in Stripe

Add Credit Card in Square

Add Bank Account

Edit Credit Card in Stripe

Edit Credit Card in Square

Edit Field

Add Field

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Add Contact

Messaging Preferences

Assign Units

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Top Note

Payment Confirmation

Create New Invoice Item

Add New Template

New Tax Name and Rate

Send by SMS

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Send by Email & SMS

Add Signature

Add Signature

Add a Card in Stripe

Add Credit Card in Square

Payment Confirmation

Link an Existing Stripe ID