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.
Frequently, completed Recurring Service Events are showing as "not attempted" once a job is done. The job has been scheduled from the recurring service event and properly completed. Why would this happen? Does it show "not completed" if something was...
Hey all, not sure if this is the right section, but I've been trying to figure out how to go about updating equipment history on the office side of things. We have a few large commercial customers and we're wanting to track the intervals of time betw...
You should be able to cancel a job if a customer has cancelled the job and deposit payment has been refunded. You should not have to complete a job in order to get it off your schedule. This is something that should be changed in the system.
Our company and I'm sure others would really like to be able to see sold hours for an estimate prior to booking a job. When a customer calls in to book a job there's a need to be able to at a glance, see how long this job will take so we can get them...
Majority of our jobs turn into Projects. It would be awesome if we could edit tags in the Project page without having to open each job/appointment one-by-one. It would also be great if we could add tags directly to the Project!
Does anyone know if it is possible to edit the Business Unit for a job after the job has been completed and exported to QuickBooks? I am currently not able to do this, but I am wondering if there is a particular setting that allows this. Is there a w...
It would be great to be able to have a job related technician alert for booked jobs, like there is for the technician booked jobs alert. As of now, you can add technicians and filter it down by job type or Business Unit, but then every tech added wou...
| 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 |
