Forms
Hello, Do any one have a templates I can use, I would like to create forms for my technicians to use. Thank in advance.
Posts
Pathway to Pantheon Leaderboard- March 24, 2023
Happy Friday! And here we have another update for who is in the lead for winning free tickets to Pantheon for the month of March! One week left to participate for March- good luck everyone!
LEADS CONNECTED TO CUSTOMER / LOCATION ACCOUNTS
Right now, I have not been able to find a way to find the lead without searching for it so maybe it exists and I just don't know where to look. If a customer calls in to discuss whatever that lead is about we can pull up the customer account and put ...
Pathway to Pantheon Leaderboard- March 17, 2023
Happy St. Patrick’s Day! We wanted to get everyone’s competitive juices flowing and give you a quick update on who is in the lead for our Pathway to Pantheon contest. The contest for March ends on March 31st so there is still some time to make it up ...
Resolved! How do I add or change my profile picture?
I have an old picture of me on my profile and would like to change it but I do not know how.
Sending purchase orders through text
We have run into some vendors who do not like us creating POs through ST because they prefer us to text our orders in rather than email them. Has anyone else found this to be a problem? Currently, ST does not allow POs to be sent via text. Would anyo...
Resolved! Recording company cell phones
I am trying to find out what we have to do to get the cell phone conversations recorded that currently are not. Typically, our customers call a number which is ported to a cell phone used by our HVAC manager. That call is recorded. Then he will most ...
Resolved! HVAC Pricebook set up
Does anyone know who can help me set up my pricebook for HVAC. It seems like my onboarders do not even have a reasonable suggestion. ThanksKevin
audit trail question
How come I do not see an audit trail of when this customer was changed on this job and who changed it? This would be nice to be able to see when someone changes information within the job details.
Resolved! RECOMMENDATIONS NEEDED!
I am needing some recommendations for a "tent" like structure for our technicians to have in the spring when it is raining. We are wanting something big enough to place around the condenser and cover the technician and the condenser if it is raining ...
