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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
  • 2400 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
  • 2025 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
  • 3977 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
  • 2076 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
  • 1825 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
  • 2535 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?

Manual Timesheet Adjustments Reverting after Change

On all of our jobs we charge for return drive time. We have the guys in the field track that time, then we make a manual adjustment to the job timesheet to include their return drive time. Everything is saved and set, it looks good. But occasionally ...

chris-zeww by New Contributor III
  • 1781 Views
  • 0 replies
  • 0 kudos

New Estimates Screen

When building an estimate (office side) in the new estimates screen, you now have job costing on the right side of the screen. When entering tasks with labor associated, the labor cost is not being applied to the costing, therefore the margin is not ...

jason_sp by New Contributor II
  • 5098 Views
  • 6 replies
  • 1 kudos

Resolved! open jobs by customer report

has anyone requested or know where i can find an open jobs by customer report? I have several customers that have multiple locations ( like 20 to 50 ) and i would like a daily report that i can send to them with job status to keep them informed and e...

billwebb by New Contributor
  • 5675 Views
  • 5 replies
  • 1 kudos