Resolved! Report Audit
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.
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Resolved! Tags on leads
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?
PDF attachment to send through ST
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 ...
Color change for Tasks
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.
Non-Managed Tech becoming Managed
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...
Resolved! We need your feedback on designs for finding and processing customer information
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...
Resolved! CSR / Dispatcher
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...
Have Visa/Debit as payment option
Hello! Here in Canada, we have so many customers who wish to pay with a Visa/Debit card however, these payments are not accepted through ST so they cannot pay their bill online or by phone with this type of card. Please consider adding Visa Debit car...
Office calendar within ST!
We would absolutely LOVE to see an office calendar within ST. We will often add non-job events to office staff's lines so they remember what meetings they have. However, it would be so much more convenient to add jobs to office staff's lines. For exa...
Job Costing PO includes taxes
I have just recently realized that when you pull up job costing, that PO's cost includes taxes. This doesn't seem right to me...if we purchased equipment/materials outside of the job then the cost of the tax on those items would not be included. Has ...
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| Subject | Author | Posted |
|---|---|---|
| 03-04-2025 12:38 PM | ||
| 12-16-2024 09:05 AM | ||
| 10-11-2024 06:06 AM | ||
| 09-13-2024 09:57 AM | ||
| 09-13-2024 08:23 AM |
