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Notes on Mobile Side

Currently a mobile side user can enter notes and then select from a drop down the area they want the notes to go - Job, Customer or Location. However, Only 1 selection is allowed.Please make it available for mobile side users to choose all 3 or a com...

LL by • New Contributor II
  • 1508 Views
  • 1 replies
  • 1 kudos

Resolved! Job Ads

Looking for some fun and creative Job Ads. We all know that people coming out of the trades is minimal today. It's becoming harder and harder to find people. What ideas for being creative have worked for you? How do you attract people when there are ...

dgoodin by • New Contributor
  • 2366 Views
  • 3 replies
  • 0 kudos

Materials needed for a job

When a job is booked, we take the materials and put it on tech's shelf and then they go ahead and put it on there truck. How do other companies verify the material has then gone into the techs truck? Is there a tag you create?

dinapve by • New Contributor
  • 1575 Views
  • 1 replies
  • 2 kudos

Resolved! Form Trigger Techs Bypassing

We currently have triggers on most if not all our job types to make techs fill out before completing a job, however we are noticing that our techs can bypass this or the forms are not populating. I am also noticing that when they do get a form the mo...

Zching by • New Contributor III
  • 1595 Views
  • 1 replies
  • 1 kudos

Material & equipment charges in mobile

We are having a problem with techs being able to properly charge material to a job via the mobile ap. What’s happening starts with how we build service tasks. When we build these, we try to include the equipment and materials normally required to com...

michael21 by • Contributor III
  • 1412 Views
  • 0 replies
  • 0 kudos

Recalls / direct access to the original job

When I am batching a recall job, I am also confirming that dispatch opened the job properly and added the recall in the edit screen. I may also need to refer back to the original tech notes to see if this is really defined as a recall (Is this a tech...

babbott1 by • New Contributor
  • 2789 Views
  • 4 replies
  • 5 kudos

Unsold Estimates Follow up notes

Having a column for follow up notes that have been logged for an unsold estimate would be super helpful. Kind of like the follow up notes that recurring service events .

megant by • New Contributor
  • 1384 Views
  • 1 replies
  • 3 kudos

Tasks on jobs being doubled.

We have encountered what appears to be a bug in the mobile ap in that under certain circumstances, tasks are doubled and the total job amount shown on the tablet is wrong. This occurs when a job is created from one of multiple estimates. If the custo...

michael21 by • Contributor III
  • 1327 Views
  • 1 replies
  • 0 kudos

Converting estimates

Yesterday I realized when converting an estimate, after you click the Select All button to add the tasks there is a separate box to then check to include any quoted discounts. If you are putting a Select All button at the top of the page it should Se...

llass by • New Contributor
  • 1526 Views
  • 1 replies
  • 1 kudos

Resolved! Dismissed Estimates

Does anyone know if it is possible to go back to dismissed estimates and use them again on follow up maintenance jobs?

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