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Clone contracts to the following year (formerly Flip)
This tool enables you to transfer contracts from one season to the same season the following year. For example, you would be able to copy the contracts from the winter 2022 season to the winter 2023 season. Note that the copied contract will not be ...
Renewal Report
This report shows the evolution of your company's contract renewal period. Select Reports > Renewal You'll then be able to see the number of contracts renewed per week, and compare this performance with that of previous years. The information is ...
Price modification
This tool adjusts prices of services tied to contracts, avoiding the need to modify each contract individually. Note: First, migrate contracts from the previous year to the new season, and then apply a price modification. SEE the article -> Data ...
Step 1. Web Portal Configuration
Thank you for choosing FolloSOFT for your snow removal needs. To help you get familiar with our platform, we have prepared a series of four explanatory videos on configuring your portal. We understand that getting to know our platform can be like ...
DNS Configuration Check (Emails Going to Spam)
It is becoming increasingly difficult to send contracts without them ending up in spam due to bulk sending rules applicable in Canada and the USA. To prevent your broadcasts (emails) from being marked as spam, here are two options available to you. ...