Looking for an HVAC Install Job Completion Checklist Smart Form which
pre-populates customer and job info. Does anyone have one they are
willing to share?
I'm attempting to upload forms to ST that are the correct file type and
even show up in the preview when I upload them they say that they are
successfully uploaded but they never appear in our list of forms.Anyone
ever experienced this??If no has I'l...
Our technicians are struggling with the credit card scanner on their
phone/tablet (when they are taking payment and there is the photo option
in the payment screen. - Many credit cards are black, and the techs are
experiencing issues being able to ta...
We would like to link our inbound calls from our Service Professionals
to the jobs that they are calling on about. Especially when they are
doing a post call but when we click from call, dispatch and open job the
new way it doesn't link the call to t...
Hi everyone I was wondering if any of you are having any difficulty with
project uploading plans? When you upload plans PDF into the job the
techs can not see the plans until the job is completed and closed out.
what is the best practice to upload pl...
We should be allowed to change the appointment reminder to like a 2 day
notice instead of 24 hr notice. When we book calls in advance for like
our Fall Maintenances customer will not remember to the T what day and
time they have an appointment for. T...
When a user is granted permission to "Access all tasks and subtasks",
they automatically get the ability to create, delete or modify tasks
(including those tasks created by other users/departments) for jobs.
Without this permission, users are unable ...
