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how to obtain and print a material list from an estimate?

We are an electrical contractor. The process in our company is that we receive a call from a possible customer regarding a job. We will book an appointment for our estimator to go to the job site to review what is required , make notes and then retur...

AngieBeri by New Contributor III
  • 3663 Views
  • 5 replies
  • 1 kudos

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
  • 1324 Views
  • 1 replies
  • 1 kudos

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
  • 1292 Views
  • 1 replies
  • 0 kudos

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
  • 1422 Views
  • 2 replies
  • 0 kudos

Resolved! Payment

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

Vgarrison by New Contributor
  • 2036 Views
  • 2 replies
  • 0 kudos

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
  • 2243 Views
  • 1 replies
  • 0 kudos

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
  • 1142 Views
  • 1 replies
  • 2 kudos