Posts

Chat messages from Vendors without a full phone number

We receive chat messages every day from vendors like FedEx, UPS, Discover Card that register as "Unknown" on the screen because they only have a 6 digit number which ST doesn't recognize. I have tried to add them as New Customers so we know who the t...

wrichter by New Contributor II
  • 690 Views
  • 2 replies
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Resolved! Merging locations

Hi Guys! Does anyone have any tips on how to easier merge locations? Thank you!

LD22 by New Contributor III
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CSR Call Metrics Help

We are hoping to get some help creating call metrics for our CSR's. We're a Plumbing & HVAC company of 40-50 employees and we're hoping to gather some insight from similarly sized companies on industry standards as far as how many calls per day they ...

AshNieto by New Contributor
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  • 1 replies
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Issue with exporting payments/inv to QBO with multiple BU

Has anyone recently had issues with exporting multiple BU to QBO within the same batch?For the longest time, this had been working perfectly for me. Recently I started getting errors such as "unable to export business unit." The error is not even sho...

Hello to Everyone on here!

Happy Sunday to everyone my name is Jamie I work with a HVAC and plumbing company in Georgia. My position in the company is CSR Manager/Dispatcher, and I'm here to get others in the same industry/field ideas and support as well as to offer any help t...

Jamie by New Contributor
  • 798 Views
  • 3 replies
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How to Build a Good, Better, Best Safety Program

Workers who feel the companies they work for have their best interests at heart, including their personal safety, are more willing to go above and beyond for them. Therefore, a commitment to safety is a statement you can find on the websites of most ...

REPORT SHOWING LOCATION PINNED NOTES??

Is there a report that I can use to show pinned notes for locations that have them? More specifically, I am wanting to look at anything with "2023" typed within the note. I am ok with filtering as long as I can do that either in ST or after export to...

sheila_a by New Contributor III
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  • 1 replies
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