Is there no way to add equipment to a Booked Job once it has been
booked?It is super easy to forget to add the equipment. We should be
able to Edit the job if we do forget, or if we are waiting to hear which
piece of equipment it is.
We are experiencing soooo many issues with creating follow ups and
converting them simply because there is no way to attach follow ups to
customer files. If a tech asks us to call someone for a replacement
opportunity and the customer doesn't pick up...
We are trying to book a return job to complete sold estimate work.
Sometime it provided options to select certain items to book the job
from, and other times we can not select anything. How can I get those
jobs booked so they are linked to that sold ...
Have any other users noticed that new customer information (name,
address, and contact) is now being erased from the new customer screen
when CSP's use the go back button. Previously you could navigate away
from entering a customers contact details a...
We are a business that schedules service calls in two different time
zones but our main office is in a different time zone from one of the
locations. We would like to see a feature where we can set each business
unit to have its own unique time zone....
Would it be possible to add the "No Charge/Non-Opportunity" check box to
the list of fields for converted jobs and recall jobs in the booking
step so that employees do not have to go into the job after it is made
to edit it? This would cut out extra ...
When we mark a lead as a follow up since we did not book the job there
is no way for a CSR member to really know that, that follow up that was
created should be booked from the follow up tab unless they know where
to look. We think it would be helpfu...