Posts

Pinned notes

Is there a way that pinned notes can carry to another call for the same customer when booked as a project? Example: Gate Codes. Instead of having to keep looking up past invoices for the gate codes... Does anyone have suggestions on where they put th...

csr123 by New Contributor II
  • 468 Views
  • 2 replies
  • 1 kudos

Resolved! It would be great to be able to assign a job to office staff.

We currently have to put a job on hold and tag a certain staff member in order to know whose responsibility it is for administrative work (i.e. prep the permit, order parts, etc) We have set up users for the staff and if we could assign the job to th...

by Former Community Member
  • 783 Views
  • 4 replies
  • 7 kudos

Resolved! Create duplicate jobs within a project

I need a way to duplicate a job within a project. We have a lot of multi-day jobs going on all the time. It would be so much more time effective to be able duplicate the jobs rather than have to create multiple new jobs and copy and paste all the sam...

by Former Community Member
  • 1325 Views
  • 6 replies
  • 13 kudos