Good afternoon, I would like to put in a suggestion for alphabetizing
the contact names on customer profiles. We have created a profile that
we use as a rolodex that we use very often and each time that we use it
we are searching through the phone nu...
Wouldn't it be great if you could send pictures and documents like
estimates, permits, etc to customers via the text/chat feature in ST
from the office and mobile app?! We have customers often that do not
want to provide an email address, they prefer...
I was wondering if there is a way to see who accesses what reports? They
have an audit trail for almost everything else except who is running
what reports and non-job events that I can find.
Hi all-I am seeing the Tags heading on a lead accessed from 'leads' in
the follow up module. Additionally, seeing the "tags" column in the
working screen from 'leads' in the follow up module. BUT where in the
process are we able to add the tag?
We would like to be able to send a PDF to a customer through ST to track
they received the email and opened it. Sending through email works, but
we would like for everyone to have access to see the tracking of it sent
and opened, is this possible or ...
HelloDoes anyone know why did the tasks colors get reversed? Now if its
closed task it shows it in green and open task shows in red. Its
confusing. It was red for closed before.
We have a phantom change from non to managed technician. It was not due
to using the managed/non-managed drop down nor was it from a job where
it had no managed techs. ST support is looking into this for us. What I
am wondering is does anyone know ho...
Hi folks! The XD team has been working on some new designs for finding
and processing customer information.We would very much appreciate it if
you could take these two tests or only one if you don't have time for
both to give us your feedback. In the...
Hi!! We are looking for insight on how others split the roles of
CSR/Dispatcher.We are an HVAC / Plumbing / Remodeling Company. Looking
for ideas / thoughts on having one person as CSR/Dispatcher for HVAC and
another for Plumbing, or having one perso...
