Currently, our service manager is under admin permissions but we are
trying to add him as a tech to run service calls but it will not allow
us to do so. Can he not have multiple permissions?
Would like to be able to search customers and locations by their last
name only and have it sort by last name. Also when searching by address
to be able to sort the information by address.
Instead of having to click the magnifying glass in order to then search.
Why not have a search bar (similar to google) where you can start typing
and the system will auto-generate suggested options based on what is
typed. And then from there, maybe h...
When I read the general use for Task Management it seems to be focused
on customer complaints, refunds, and warranty parts. What I would like
to use it for is accountability for duties for staff and techs. I would
like to set a recurring task for tec...
Be the FIRST TO KNOW what's coming in the next release! Shea Horner
joined me today on Training Tuesday to share two of his favorite updates
from the ST-60 Release: Technician Scorecards and Technician Two-Way
chats between technicians and customers....
We would like to track Lodging and Per Diem expenses on Projects. For
now we have created a material with a "Travel Exp" label on it. But it
seems there might be a better way to do this. Is anyone tracking these
types of expenses on Projects in anoth...
Over the past few months I've heard complaints throughout the office
about our slow internet. Accepting this a problem we upgraded to fiber
and currently receiving 1000Mbps on all of our computers. All computers
run the same 8gig RAM and the same CPU...
Would love to be able to have a tech mark a piece of equipment as "out
of service" from the field when we do a replacement. For example, if we
replace a furnace for a house that has 3 of them, the tech should be
able to mark one of the existing furna...
