Hi, Would like to add alert for when a tag is added to a job. This would be very helpful for us when our warehouse adds "Parts Ready" and we are alerted in real time to schedule the job with a customer. We have tag reports set up to be sent out every...
I feel that there has to be a way to use the task manager for tracking your progress throughout a jobfor instanceI create a solar or generator install projectas soon as I create that project certain tasks should populate such as Get customer NOCSubmi...
What are the permission(s) required in order to review an invoice and if necessary, edit the invoice. This is for a user that compares inventory sales orders against PO's on the Job. Thank You,
Hey #YALL,It would be awesome if there was a way to change the colors of the job bubbles. Like it something was marked or changed to high priority, that the bubble would change to red - or at least an option to change it. I know when you tag it as ur...
Is there a way to show the technician's license number on the invoice? We do not have the customers sign the acknowledgment or authorization paragraphs, so we cannot include them in that portion of our invoicing setup. I appreciate any help you can p...
Wondering if I can get some help walking through warranty tracking and invoicing. Given the hypothetical situation below, how would this be handled?The technician goes out on a troubleshoot job and finds a control board that needs to be replaced. The...
Good day! I have been seeing an issue with the equipment tab where I believe things could be much better for the field techs and it could potentially help with sales and organization of the customer’s equipment. Currently on the equipment tab you can...
Is there a way for the Job Costing flyout to breakdown the Purchase Order? I am wanting to see what each PO has in it on the job costing page.
It would be nice if Alerts could be built from the ground up rather than some canned fields. Specifically I support some back office accountants and they would like Project related alerts that include Project #, Customer Name, Amount Invoiced for a p...
It would be nice for a set of alerts that are project based rather than job specific. Alert would capture:- Completion Date- Amount Invoiced- Job completion within the project- Customer Name
