Resolved! Property Data
Is there a way to give all my CSR's access to property data. The button is under the service location address for all my admins but not my CSR's. I haven't been able to locate this feature in the permissions tab for employees
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Resolved! Shop Time Event
If a tech is in a non-job "shop time" event, is there a section for them to write what they are doing (such as cleaning trucks, etc)? I was told by ST that this does not exist.
Resolved! Customer Job Completion Surveys going out at 1:17 AM?
This morning we were notified by an angry customer that a Job Completion Survey text went out to them at 1:17 AM (6/27) ... for a job that was completed on 6/24... I saw other similar posts in ST Masterminds and was wondering if ST could confirm this...
Resolved! Job incorrectly marked as "Completed"
Occasionally we have technicians mark a job as "Completed" when they should have marked it "Done for now"Is there anyway to change the status from "Completed" to "Done for now"?
Resolved! Delete Option for Mistakes
There should be a delete option for when you create an estimate you can delete it.For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.Or if you start to create an estimate that is no longe...
Forms Trigger for Specific Questions
Hello,I was wondering if anyone else was curious about triggering alerts on forms for questions or items in the form if it is filled out. To better explain I have created a Happy Call form that my CSR fill out when we do happy calls to customers abou...
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...
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 ...
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?
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...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 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 |
