Question: We have a few rebates that are given to customers up front. Once we submit for the rebate, it is credited to us as a credit memo that can be used towards the open balance with the vendor. Has anyone figured out a workflow on the billing of ...
Is there a way to see which items were emailed to the customer along with the invoice eg: warranty registrations, rebates etc
I can't seem to get certain records to merge. What is going on?
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...
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 ...
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...
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 ...
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.
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 ...
Hi there! Our account is not yet updated with the ST -61 features. How do we get it updated?
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| 10-11-2024 06:06 AM | ||
| 09-13-2024 09:57 AM | ||
| 09-13-2024 08:23 AM | ||
| 09-09-2024 09:07 AM |
