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Bulk update customer or location tags

We would like to have the ability to retroactively update multiple customer or loaction tags based on a service provided. This way we dont have to go back through jobs and manually add tags one by one for follow up.

Notes on invoices and projects:

We are emailing invoice copies to customer's with no information from the Techs because there is a project involved. All the notes go to the project. Is there a way to put the tech's notes in to the invoice summary and also put them on a project?You ...

mschmidt by New Contributor
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Come to Championing Veterans in the Trades - #Pantheon2024

Come join us for an important and engaging session with incredible organizations that are using their platforms to empower and support Veterans in the Trades and in our communities. Learn about challenges facing veterans and military service members ...

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ariccardo
by New Contributor
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New Here!!!

Hi All, New Here to this platform and excited to learn new tips and tricks!

Resolved! ST Community

Just throwing this out there, but this Community Page has not been near the same since ST decided to make their change. There are no discussions like there used to be, no users on here like before, nothing but "QB" fixes which in my opinion are reall...

dwhite45 by Valued Contributor
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Robo Callers

Hello & Happy Friday from Sunny Florida! Over night we had an email sent stating a customer has been receiving ROBO calls, posted below -------------------------------------------------------"Please stop calling me with your robo calls or I will go o...

allisonc by New Contributor II
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Forms

I’m trying to use forms in ST where they are still fillable by the customer even if we’re not sitting with them on our iPad (example is during sales calls). I know when you send a form through the office side it shows up as a PDF in the email, but th...

Payzerware

Does anyone know if the migration of data from Payzerware has been resolved?

UX Research - Quick study on ST design system

Hello everyone, and happy upcoming Labor Day weekend!Our ST design system team is redesigning some components and would like some feedback.(A design system provides basic design building blocks & guidelines for how users see and interact with ST, so ...

DanielHor
by New Contributor III
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