Utilities Setup

This covers the tabs under the "Utilities" section in the Setup Table

Articles

Attachments
AlarmBiller allows you to add attachments to proposals, work orders, and invoices. Here you can create a library of attachments for this purpose. Adding a New Attachment Add To add a new attachment click “Add” in the top right corner of the page....
Automation
By setting up this page, AlarmBiller can generate and deliver your recurring invoices and submit the Forte payment automatically each month. Editing Automation Settings 1. RMR Generation Select the checkbox if you would like AlarmBiller to gen...
eCheck/Credit Card
Once you are approved by Forte, we will enter all of the necessary credentials to link AlarmBiller with Forte.  We will let you know when this information is entered. We will ask that you create a $1 invoice and process a credit card transaction to...
Manage Locks
AlarmBiller prevents multiple users from editing the same page at the same time if you enable locks. To unlock a user that has been locked out, click the trash can to the right of that user's name. ...
Third Party Services
This is a future enhancement that is not currently available.