Howdy! Our install projects have a consistent list of tasks that the coordinator needs to perform and it would be helpful to add them all at once instead of each task/subtask individually. It's a rather long list of tasks and I don't mind taking the ...
When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location.Can we add a tab under invoices on the customers main profile, or can we under the specific location have the invoices tied to tha...
How can I download my certificate of completion after completing the Certified Administrator program?
We have a commercial customer that called for recommendations and estimates, our tech accidently sent the estimate to the HOA instead, is there a way to keep the HOA from viewing the estimate in the portal now?
Disclaimer: To enable this, you need to play with your browser's internal flags, which if you are not careful may break your browser. Please be careful while doing the following changes!With that being said, if you simply change what mentioned here, ...
We are using Ooma... I would NOT recommend them if you value customer service in a company! Phones Pro is too robust for what we need right now. What VOIP system would you recommend for a small company?
I am referring to the area where you enter customers new information. Location and Billing needs more fillable options. I think this is the area where there should be a field to ask additional questions. This gives us a better 'flow'. Example questio...
So I am unsure if I am using the wrong terms to try to find this, but does ST have a way that we can use typing shortcuts? That way we can just put like a period, colon, dash, etc to then put some letters down, then that would equal and code out to a...
We were hoping to use the unassigned alerts to help us keep track of any unassigned jobs but when we turned it on we were inundated with any reschedules on the board. Because we place jobs months in advance on the board, we move hundreds of jobs per ...
Is there anyway to reclassify or attach a chat to a different job. When we get chats from customers it doesn't always attach to the related job.
