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.
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...
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...
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...
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...
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
We do not charge sales tax for our services and would like to know how
others are accounting for taxes on equipment and materials when building
estimates. Our prices in the pricebook are all pre-tax and when building
an estimate it gives an incorrect...
We have had incidences where technicians think they are being helpful or
can short corner a job by editing the task description that they have
selected. We can restrict their permissions from editing the pricing of
a task, but need to make sure that ...
