Hello Community,We are wondering what the best practice is for when to create an apt. vs a new job. Also, when an estimate is approved and has different phases of the job. Is there a way that we can create a Project up front and pull line items from ...
So i learned today that there is a limit of 5 paused jobs on the techs schedule. My guys use the paused jobs as a reminder that they are waiting on things for those jobs. They were wondering if there was a way that they could be allowed to see all of...
We have customers that pre-pay for " 8 visits /year, and it includes 15 bags of salt per year" how can TECHS / schedulers keep track of the salt that has been 'left' thru the year ? ie- visit 1 - 3 bags leftvisit 2 - 2 bags leftso when tech goes for ...
Currently we manually add a "parts ordered" or "parts here" tag to the job that the purchase order is connected to, we also get a scheduled report every morning with jobs with those two tags on. Then dispatch can see what jobs we are ready to return ...
When I update the customer with the active parameter false, then unable to add/get the contact of that customer although able to add the location, job, etc from API, is it a bug or a feature?Is that right to add a job for inactive customers? and how?
Is there any way to create "pre-define formatting" for the job summary, so that at the time of creating the job it automatically populates as a form and we just fill the form? for example, The following text in the summary box I write it, but if I wa...
Hey all,We have a couple jobs that keep showing up on our Needs Billing Assistance report, but they've been closed and paid for a while now. The only thing I can see is that there's a hold placed on each of them. However, when I go to complete the jo...
While booking appointments we are using the schedule tab to better understand our current booked projects and to create geographical logical routes. We suggest adding to the appointment info tab the client's address for better and more effective sche...
When we have an Install, which takes some time to complete and the customer makes an initial deposit, because the job is not "Completed," the deposit becomes a negative balance. First of all, I can't stand the negative balance, because it just doesn'...
I'm having trouble finding what ST considers the "trigger" to allow estimates to be added to existing jobs, versus only being able to be booked as New Jobs.We have a department that sometimes has to go back and sell new estimates on a job contingent ...
