Posts

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 III
  • 838 Views
  • 1 replies
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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
  • 857 Views
  • 2 replies
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Resolved! Payment

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

Vgarrison by New Contributor
  • 1236 Views
  • 2 replies
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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
  • 1430 Views
  • 1 replies
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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
  • 783 Views
  • 1 replies
  • 2 kudos

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
  • 1221 Views
  • 2 replies
  • 0 kudos

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
  • 1085 Views
  • 2 replies
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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
  • 1745 Views
  • 3 replies
  • 0 kudos