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 .
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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...
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...
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 ...
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 ...
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...
Resolved! Non-Job appointments
Is there a way to add non-job appointments to the projects page such as scheduled inspections without booking it as a job with a managed tech?
Dispatch Board, Like to put something on the board to highlight opening on the dispatch board,
The more techs we get, the harder is to see if there is a hole in the dispatch board. is there a way to highlight a empty spot on a tech schedule.
Permit and Inspection section
Suggestion: We are looking to see if we can add a section to a job. We would like to add permit numbers and inspection results plus dates for jobs completed. We would, of course, have to have the option to add more than one due to the many different ...
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 09-16-2024 01:09 PM | ||
| 08-29-2024 05:19 AM | ||
| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM |
