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 ...
Is there anyway for me to say send out a reminder 2-3 days prior to the appointment (if it was booked in advance)and then follow up with another notification/reminder on the day of the appointment?
I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!COMMUNITY-I-1050COMMUNITY-I-1681
It would be nice to copy an estimate, as an estimate, from a completed/exported job into a new job. Example: a customer now wants to go ahead with a job from discussions several months ago. From the past discussion they want to make only a few change...
We are trying to find out if we can set a maintenance membership so therecurring service is set to a certain time frame. Some customers have moreequipment than others so it takes longer to complete their maintenancevisit for a membership. We would li...
Has anyone found a way to apply a Discount to a Service and NOT to materials at the invoice stage of a job?
Whenever we create a job, in order to add a price and the description of the job, we need to add a task in the invoice. I believe that this is an unnecessary extra step and we can do all that while creating a job itself.
| Subject | Author | Posted |
|---|---|---|
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM |
