Resolved! Follow Ups
Is there a way to open up follow up jobs in a new tab or window instead of the same one?
Posts
Generate summary with ti
It has been great using the enhance with ti option on the office side for invoice summary. In the event that the office staff is on the other line or unavailable to the technician while they are completing job summary is there a way for the technicia...
Add Job# in the Work Order PDF
Hello, It would be very beneficial to add a Work Order# field next to the Date field in the Work Order PDF file. This number will correspond to the Job#. We complete more than one services on the same date at the same location, so property managers a...
No charge/ Non-opportunity feature
I believe this should be 2 separate options. Just because a job is a no charge doesn't mean its a non-opportunity as well (i.e. Estimate Jobs). I know that if an estimate with a sub-total equal or greater than the job's sold threshold is sold on a No...
Automatic invoicing nowhere to be found now?
Good afternoon!I no longer have access to Automatic Invoicing and wondering if anyone else is experiencing this?It's not in a setting or my feature configs.
Job Reports
How can I run a report that shows all open jobs, sorted by project manager?We are still getting our project managers to create Projects for new Jobs. I want to know what each PM's workload is before I meet with them individually. Thank you in advance...
Location Based Notes
Hi Everyone,We are looking for an effective & efficient way to have a location-specific note placed on a location record that will automatically populate in the job summary. Case use - we have a large HOA community we do a lot of work in that has ver...
Form generating based only on location?
I think I already know this isn't possible, but wanting to see if anyone has some insight...We are wanting to have a form trigger on a specific location only...is this possible? We have certain homes that have very specific needs and our typical main...
"Code View" is different from what is visible
Hi there! We have an integration that receives the text from Job proposal description field. Sometimes, users are entering info that looks normal, but the integrated system is receiving text with extra line breaks. I can see where this is coming from...
Techs can't see the Bill to address
Since the last update our Techs can't see the Bill to address. In some cases, they need to see it I'd prefer to get this back on, so they know. Any ideas if this is something I can turn back on?
