We are currently experiencing increased error rates due to Amazon servers impacting our online services. These errors may cause issues with our Cloud services hosted in Amazon. Technicians are currently working to resolve these issues as fast as possible and expect all services to be restored shortly. We apologize for the inconvenience and thank you for your patience!

Upcoming Schedule: In observance of the holiday season, our office will close on Tuesday, December 19th at 1:00PM EST. Should you have a critically urgent support issue, please leave a voicemail with your name, business name or customer ID, and a brief description of your issue and one of our support specialists will return your voicemail within one business day. We will re-open for normal business hours on Wednesday, December 20th at 9:00AM EST. Thank you for your understanding, and we hope that you have a warm and safe holiday!

System Maintenance is scheduled between Sunday night, September 17th, 9:00 pm EST and Monday morning, September 18th, 12:00 am EST. Customers may experience a brief interruption in our Cloud, Remote Access, Online Booking, and other online services during this time frame. We don't expect any long outages and all services should be restored quickly. We apologize for any inconvenience this may cause and thank you for your service and patience.

All of our services have been restored after a brief interruption that impacted our Cloud online services. This interruption occurred between 9:45 a.m. and 10:55 a.m. EST on September 18th. We apologize for the inconvenience and thank you for your patience!

Client Formula History Overview

These instructions will help you view, edit, and make new entries in a client's formula history.
  1. From the cloud software website, click the Clients icon.
  2. Select a client from the list to modify.
  3. Choose the Formula History tab.
  4. You can enter and save a new note on the left and edit or delete a selected note on the right.
To view a client's formula history from a ticket:
  1. Open an existing ticket for the client.
  2. Click View Info in the lower left of the ticket containing the client’s summary information.
  3. Choose the Formula History tab.
  4. This will display all notes entered previously into the client's file.

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