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Resolved! 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
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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
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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...

Project Overview Feature Request

Not sure if this is the place to request this, but it would be great if either the project overview page was updated, it was possible to customize the layout, or generate a one-pager report.Ultimately what I'm looking to do is to have information tha...

codybumpus by • New Contributor III
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Cancelled calls.

I would like a report that details the time a call is booked and cancelled. Trying to maximize our tech schedule to reduce cancelled calls.

dgianesi by • New Contributor
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How do I attach a Sold Estimate to the job it was created in?

Hello All,I would love some guidance on how to accomplish the following. Technician goes onsite to perform scheduled work and or to determine work needed, he returns to the office with a request from the customer for an estimate for the work to be pe...

MML by • New Contributor II
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Scheduling multiple sold estimates

Does any one else feel its very time consuming when booking multiple sold estimates , that you have to go back and copy and paste the summery in each one and add it to the upcoming invoice summary. there are time we have 8-10 different estimates that...

lauren12 by • New Contributor II
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Hours on Estimates

Is there a way we could get the hour breakdown on the estimate? They transfer over to the invoice so I know the program is capable. The hours are also in each task, so can we just add another cost breakdown for hours, please? Frankie

frankiea by • New Contributor
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