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 ...
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...
I wanted to see if anyone else was interested in this. We want to be
able to text our customers a different message based on what job type it
is. So in our case, we have sales, service, and install calls. We would
like texting to be different based o...
We have many projects that require overnight stays by our technicians
and they use company credit cards to pay for all of that including their
food. That has to be costed against the profitability of the job.I've
yet to find a decent workflow for the...
