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Call Booking

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Resolved! Call recordings attaching to the wrong accounts

Hi - can ST implement a fix that would prevent call recordings from attaching to the wrong customers account? What happens, is when an inbound call comes in, if the CSR was working on another customers account, the call recording attaches itself to e...

Resolved! Zapier - ST and Calendar

Is anyone using Zapier to create a calendar event when a job is booked?

Easier Delete option

Is there a way that we can add a delete "trash can" next to the recurring events? to open each one individually to delete after they have been completed or expired is so annoying and time consuming. If there was a simple delete can for each one that ...

How do we mass book recurring maintenances? We have customers with 3/4 maintenance on different pieces of equipment each month and our dispatch group is about to rip out their hair. We need to find a way to mass book recurring services.

Wouldn't it be better to have the order reversed on the "Scheduled Appointments" screen from, First Booked Appointment First, and change it to, The Most Recent Appointment First? For us it be way better as we have jobs with MANY APPOINTMENTS NEEDED.

Under "Scheduled Appointments"It seems it would be best if the "Scheduled Appointment" order was reversed.We have an ongoing job which currently has 59 Appointments booked.This job will end with approx. 150 Appointments.It certainly seems it would be...

When a tech is on a job but needs to leave to say go to the supply house, how do we account for that since the supply house is not a dispatchable option unless it is made an appointment. If my tech puts the job on hold, then he can no longer see the job.

Resolved! Is there a way to trigger a form to send to a customer upon scheduling?

Some of our customers are a part of a home warranty program and we need to have them sign an authorization form before any work is completed. We'd like to be able to send it upon scheduling as a kind of way to confirm the appointment. I have it creat...

Did anyone else know that you have to create a Bill (we are on Sage) for PO's to show up on the Project Actuals?

Resolved! I have management companies as customers. When another management company takes over some of the the locations--how do I make that change on the customer side w/o changing ALL of the locations to a different customer????

When I change customer information that is already under another customers name-how do I not change all of the locations to a different customer

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