Posts

Scheduling multiple sold estimates

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...

lauren12 by New Contributor II
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  • 4 replies
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Hours on Estimates

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

frankiea by New Contributor
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  • 1 replies
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Tax on equipment and materials on estimates

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...

jason_sp by New Contributor II
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  • 6 replies
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Restricting Technicians Permission to Edit Tasks from Pricebook

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 ...

AmyD by New Contributor
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  • 1 replies
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Profit Split

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...

Text Messages based on job type

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...

AlexFandI by New Contributor
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  • 5 replies
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Technician Lodging and Expenses on Projects

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...

tmayfiel by New Contributor
  • 930 Views
  • 1 replies
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Disable the Job Survey Technician Ratings

We use job completion survey automatic text messages, but we do not ask customers to reply with a rating of 1 to 5, or 1 to 10. (Rather, we direct them to leave us a review on Google, Angi, etc.) However, if a customer happens to send us a text messa...

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cnafzige by New Contributor II
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  • 4 replies
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Adding New Task button at the top of the screen

It would come in very handy to add a New Task button at the top of the customer profile where the options for Create Project, Build Estimate, and Sell Membership is located. In order to create a task it needs to be in a job, but often times we need t...