I am suggesting that the "Equipment" information for a customers location be minorly updated. I use the equipment information both the model and serial numbers to do registration and apply for rebates for customers after we install equipment. Current...
If you haven't joined our Community CSR/Dispatcher group yet, NOW is the time!Join to get exclusive content, a library of tools and training, and access to our group moderators, Angie Snow and Conner Wilkinson. Next week is our first virtual Meet & G...
Does anyone know if there is a server on discord already in existence or a slack? I was going to create a server on discord but wanted to ask before doing so. ST community could benefit instant messaging integration in my opinion. It would be cool to...
Does anyone know how I can send a customer an email that contains, the invoice, the photos from that job, and the proposed estimates. The invoice has been closed and exported already. Im trying to put this all into one email if possible. I know how t...
The ST-64 release is now fully rolled out, and the Practice environment is now updated with all the features contained within this release. Remember, the Practice environment is the ideal place to train yourself or your teams on newly released featur...
Hi all, I wanted to flag an issue that has come up in our office with taking and editing notes. There are times in the Job history that we need to edit notes but still want the original date of the note reflected. There is an auto time/date stamp for...
Good afternoon, I have come across an issue with notes on customer accounts. We have notes pinned that need to be unpinned and when I unpin them the original date changes to today's date. I need for the original date to stay on the note when it is un...
Good morning, In the last update the look of the customer and location screens was updated. When that happened the membership on the location side was moved to the bottom of the screen, but it is still at the top on the customer side. It was at the t...
For my department certain columns, such as 'business unit' and 'number of appointments, are not useful while others such as 'last appt', 'job type', and 'job status' are very important. Currently, these fields we do not find useful are taking up valu...
I manage all HVAC New Construction projects for our company. I'm looking for a way to view all open projects, within my business unit. I can have 50-100 projects going at once, all in different phases/stages of construction. Is there anything current...
