We have created several estimate templates and proposal templates but they seem to be lacking a couple of areas. I can find out how to add our logo so when the customer looks at our proposal or we email them a copy. it does not say our company name o...
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...
I have a lot of property management companies we do work for and I always have invoices that get exported over for different locations but that address doesn't carry over into QB just the name of the company. How do I get the name of the company AND ...
I assign multiple technicians to each job. It would be very helpful if a technician starts working on a job.... if it would display "Joe is currently working on this job". As of 2/1/2022 it only displays if the job has been "paused". It does not indi...
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...
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 ...
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.
What do I do if a tech applied a payment to the wrong customer
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...
I have a tech that pulled a po on a closed job. Is there a permission setting to not allow this?
