Customer PO or Work order numbers on booking screen
Is there a way to add "Customer PO" to the call booking screen so I dont have to go back into the edit screen after the job has been booked?
Is there a way to add "Customer PO" to the call booking screen so I dont have to go back into the edit screen after the job has been booked?
I'm curious why ST does not have a Spanish language version of their app. We have Spanish speakers in our shop who use the app and when English is their second language they have a very difficult time with the app. ST should keep in mind that for man...
It would be great if we could copy the new service location to the bill to location or vice versa instead of having to type it in both sides separately. We don't want it to populate automatically in case there are several tenant locations but if we c...
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...
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...
We are running into issues because our service times are 8-noon and 1-5 yet our web scheduler gives customers chance to pick specific times. Secondly, we are closed on Sundays but the web scheduler allows customer to choose service on Sunday. Is ther...
When making a note on the "Customer Page", we have the option to also save it to the "Location Page" and vice versa. However, when we need to delete the note, we don't have the option to delete it from both pages. Same with editing what we wrote. We ...
The only way to "delete" either a customer file or location is to deactivate. Why is that?It is very frustrating when inputting files that, if a mistake is made for any reason, you can only deactivate and not delete.......
Is there a backend feature that allows you to create a pop ups? We have one that pops up when you select a customer who has a balance but how to re-create that for example, CSR takes call and selects a job type related to tankless water heaters. A po...
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12-02-2022 06:31 AM |
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