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 ...
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...
