Trying to confirm a theory about cancelled jobs. I believe that if a job
is assigned to a non-managed technician, then it doesn't count toward
our cancellation rate (at least in the Call Center Performance Legacy
Report). The reason I think this is b...
Since the latest update, we are having an issue with some of the techs
being automatically clocked out for the day when they mark their last
job as done. Our company pays for drive time so we have the techs
manually clock in and out, as well as dispa...
time I am entering in materials on a job, this bugs me...you have to
enter one material, then back to the main page, add material, etc...and
if you need to delete something, same th...
Does anyone know how to do this? We create one estimate for the full
installation (labor, materials, equipment).We obtain approval and book
it as one jobWe order equipment on PO’s attached to the jobWe receive
PO’sCustomer isn’t ready for installatio...
Has anyone figured out a way to add a smart field to a PDF form (that's
uploaded, not a ST form), that will pull the total discounts/rebates for
an estimate that we can include on the contract? These are standard ST
fields, so seems like this should ...
Where would I navigate to add a sentence to the fine print writing where
customers sign estimates/invoices?I would like to add something about
permits. Example of what it currently says-I find and agree that all
work performed by Coates Plumbing Inc ...
Hey guys! Sometimes I deal with petty technicians who love to make the
life of a dispatcher a little difficult. As much as we would all like
guys just to go out and service the client without questions/pushback,
well we don't live in that perfect wor...
Is there a way to add requirements to an appointment outside of a form
for the "job". If they are on an install before they close that days
appointment out they are prompted to put daily notes in or check
specific items during the install for quality...