General Office

Merging Records

I can't seem to get certain records to merge. What is going on?

Suggestion: Connecting Technician/Office Messages to Jobs

So I know right now from the Dispatch board you can send a message to a technician and tie it to their current job,. However, sometimes we are sending them messages throughout the day about a job they have already completed, maybe from earlier in the...

Resolved! Unmanaging a Technician

What steps need to be taken in order to Deactivate or move a Tech to Unmanaged? I am trying to Deactivate a Tech but I am getting - Error: Cannot deactivate technician as it conflicts with managed-technician rules. I am not sure where to go in order ...

What have you learned from EmberSessions?

Hey everyone! I wanted to post about some learnings we've had internally from doing EmberSessions, and I would love to hear what y'all have learned as well! 1. A lot of folks don't know about a lot of resources that are available. A couple big call o...

Average Repair Invoice (too low)

So, for the last few weeks we have been talking about lead generation, marketing and several other areas in the equipment sales arena. Let's switch gears this week and talk about technician performance. It does not matter what trade you are in these ...

After Hour Call Service Companies using ST

Who does everyone use for their after hour call service that either uses ST directly or is integrated into ST? Looking for a list to consider and reach out to.

Workflow: Moving Locations Around in ST 🏡

Have you ever wondered how to handle your customer & location records when customers move and/or sell properties to each other? Or the best way to organize customer/location notes? I created a Loom of the workflow I have found most helpful, and have ...

Resolved! ST-61 update

Hi there! Our account is not yet updated with the ST -61 features. How do we get it updated?

Resolved! Transfer equipment from old home owners to new home owner account.

We would love to be able to transfer equipment from the previous home owner to a new home owner. This happens for us a lot where we have a home owner moving out, the new owner calls in to request service or enroll in our membership either because the...

Operational Challenges: Leads Generated per Day (too low) Part 2

In the beginning of the week, we looked at marketing challenges you may be having if you were not meeting the leads generated KPI. Today let's look at operational challenges you may be having. I hear people say I need more leads, I must do more marke...

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Posts

Merging Records

Suggestion: Connecting Technician/Office Messages to Jobs

Resolved! Unmanaging a Technician

What have you learned from EmberSessions?

Average Repair Invoice (too low)

After Hour Call Service Companies using ST

Workflow: Moving Locations Around in ST 🏡

Resolved! ST-61 update

Resolved! Transfer equipment from old home owners to new home owner account.

Operational Challenges: Leads Generated per Day (too low) Part 2

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