Knowledge base

The following video will show you how to add a new customer to Alert. https://vimeo.com/1097533739/e923aae29d

July 7, 2025

“The following video will show you how to use NextStep to write a ticket. This is a great tool for new employees”  

July 3, 2025

Changing bulk assets to individual assets is both straightforward and easy. The attached document will step you through it in no time.

October 31, 2024

Alert has many reports that can be scheduled to run and be emailed to you. This is a great option if you regularly need the same reports and can also save you a few minutes each day.

September 6, 2024

Take four minutes to watch our short video on how to send statements from Alert. You’ll be glad you did. Click link: Vimeo

August 9, 2024

Have you ever accidently added sales tax to a ticket for a resale customer? Have no fear. In less than three minutes, you can see exactly how to remove the sales tax on a ticket. Click to watch: Vimeo link

Learn how to take a back office payment in Alert, with our short 5 1/2 minute video. Click on this link:   Vimeo link

If you are trying to learn Cycle Billing, spend seven minutes to watch Lisa’s new video. Click to watch: https://vimeo.com/995484168/04c1eb20e3  

Our Customer Success Manager Abe came up with this great list of tips. We hope you find them helpful.    

July 10, 2024

It only takes a few short steps to change a generic fixed asset to an individual fixed asset. See the attached document for the process.

April 29, 2024