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Does anyone else out there struggle with copying equipment, we are an HVAC company, from one home owner (previous owner) to the next owner (current owner)?

I have contacted Live Chat regarding equipment and was recommended to post the topic here. Does anyone else out there struggle with copying equipment, we are an HVAC company, from one home owner (previous owner) to the next owner (current owner)? We ...

t_joner by New Contributor III
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The New Batching Process is HORRID!!!!

PLEASE PLEASE PLEASE CHANGE IT BACK to where the DROP DOWN LIST actually SHOWS the PENDING BATCHES!!! The fact that I have to open a completely different screen has made batching SO TIME CONSUMING, and SO CONFUSING!! I shouldn't have to open a comple...

I wish there was a feature that a PO could be tied to multiple jobs. For example, if a tech has 4 jobs on his schedule, he can go to the supply house and purchase all the parts he thinks he will need for those four jobs in one trip.

This happens frequently for us. If you enter the invoice from the supply house as a PO, you can only attached it to one job. There should be a way to allocate how much of the invoice pertains to each job.

karleywe by New Contributor
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