Hello everyone! We recently went live earlier this month. We are still learning this amazing new software. I've noticed that customers will become inactive for some reason. Does anyone know how to avoid this from happening? We can't figure out why cu...
When we replace equipment, the replaced equipment still shows up as a gray tag on the dispatch board & location. Is there a setting or a process to follow so that only currently installed equipment is listed? Or something we can do without deleting t...
It is required for implementing capacity planning to have technicians assigned to a business unit but when I go into tech settings, there is no option to select a business unit? Is there a different place where this is done?
I was about to create this idea but it already exists and only had 6 votes!? I'm assuming a lot more people are frustrated by this please go vote I'm so tired of having this conversation with customers!! COMMUNITY-I-1874 Request for cc & bcc fieldsPl...
Why is it impossible to get a "how to" on PDF smart fills on Adobe Acrobat? I have used the smart fill codes provided in the help section on my form in Adobe and when its uploaded to the form section, and I open it in the job, its blank, not even fil...
While it doesn't happen often, we recently received a request NOT to send a specific technician - I'd like to put a note in the customer record so they don't have to mention this every time, but I don't want the note visible to be technicians. We'll ...
Is there not a "follow up" created when a tech request an additional appointment bc they have to order part and go back?
How would I organise a customer that manages multiple locations that are apartments. One company called "Customer A" has multiple address locations that are apartments. So each apartments has multiple unit addresses also.So "Main Customer A" is an um...
