- Notify the Sale Creator or Human Resources
- Print an Estimate
- Receive a Payment for a Receivable Account
- Reminders: Proposed and Rescheduled
- Rename Products or Services in an Estimate
- Retrieve a Client's Estimate
- Retrieve an Estimate with the Estimate Number
- Retrieve Estimates Associated with a Client
- Return New, Guaranteed or Defective Parts Via the Point of Sale
- Reverse an Invoice
- Save my Favorite Filters in the Estimates List
- Search a Product or Service from the Client's History Based on Its Description
- Search by a Product's Description
- Search for the Same Part with Multiple Part Numbers
- Select or Modify a Vehicle's Information
- Sell a Gift Card in the Point of Sale
- Send Documents Generated in the Point of Sale by Email
- Take Payment for an Invoice Paid by Credit Card Over the Phone
- Transfer Inventory Between Branches
- Understand Why a Product Line Isn't Showing Up on the Invoice or Estimate
- Use the Financing Calculator at the Point of Sale
- Verify the Hours Worked in a Work Order on Different Days
- Visualize Documents in Different Ways
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