Posts

Location information

When in old location and looking for invoice summary information there was an information icon to view this details.Now with the new version when you need to view invoice summary you need to click on job number then open the invoice.Makes it a long p...

ls-doug_ by New Contributor
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Unable to book job due to no item on truck

Hello, I'm currently running into an issue where we're trying to book a service job that may be 2 weeks out (we do water feature maintenance). We would grab the materials that are needed that morning, like let's say a replacement pump, however we're ...

codybumpus by New Contributor II
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Job Notes History

Can we do password protected Job notes?? I often collect customers personal information and sometimes finance account numbers. I currently have to hold information in a separate file on my computer.

shakeela by New Contributor
  • 13 Views
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Payment

What do I do if a tech applied a payment to the wrong customer 

Vgarrison by New Contributor
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Form editing option suggestion

We are in the restoration industry and a requirement to get paid for insurance paid jobs is to keep track of progress as things dry out. That means that we need to stop by multiple ongoing jobs and grab reading from equipment and record in a form. To...

johnu21 by New Contributor
  • 46 Views
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Fly Out Banners

Loving you can see the summary for the job summary notes. Would love to be able to see the invoice notes for work / task preformed while onsite the same way.

BGiles by New Contributor
  • 39 Views
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Invoice Summary Missing

With the newest update I am no longer able to look at my techs invoice summaries at a quick glance. I am referring to the location page "Jobs". On the previous version I could hover over and read invoice summary without opening that job. So I could r...

Resolved! Multiple appointments non opportunity automation

Hello, We have an issue with tracking our recurring service appointments opportunity conversion rates. We are hoping to be able to conditionally have the non-opportunity box checked when necessary, here's the scenario;Customer has 5 recurring service...

CodyWans by New Contributor II
  • 78 Views
  • 1 replies
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