Resolved! Search page
I used to be able to search for a customer and before clicking into their account, I could see if they had a balance. I can't see that with the new version. It's easier when confirming/collecting money. Please switch it back!
Posts
Resolved! Suggestions for improvement
When marking a job complete, it changes to a different screen to save. On the next screen “SAVE” is off the screen, below the margin (you must scroll down to click “save”). I think to confirm “save” should be a pop-up box, not a different screen that...
Spanish Version of ST for both customers and employees
We have had several incidents recently a Spanish Version of ST would be helpful for our employees and our customers. I hope the powers that be will consider for the future.
Resolved! Equipment Tab
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...
CSR / Dispatcher Meet & Greet!
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...
Service Discord Or Slack?
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...
Resolved! Emailing customers invoice/photos/estimates
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...
Need to train on new ST-64 features? The Practice sandbox environment is ready for you to use!
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...
Editing Notes and Date Changes
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...
Notes
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...
