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...
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.
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...
How do you fix the 'Add Estimate' button being Grayed out in the technicians app (which prevents them from writing an estimate?
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 ...
We would like to see an automation where we can choose what we would like th sold by split to be. At the moment it automatically goes to whomever was assigned to the job first. We would like to have it split 70%/30% for example between electrician an...
| Subject | Author | Posted |
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| 12-31-2024 08:19 AM | ||
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM |
