Does anyone have a workflow for keeping track of jobs, that are still in progress but you are waiting on material that you had ordered? We do not use the purchase order feature in ST. We have a number of jobs that after the first appt, we need to ord...
Hey, everyone! Currently our service call fee is listed as a line item on customer invoices. I am trying to find a way in which we can include the service call fee, but not as a line item. This way, the service call fee is not visible to the customer...
Anyone having issues with install jobs, when the techs close out the job, it prompts them to delete the equipment before closing out? The office puts the equipment, model and serial #s, on the invoice for install jobs, but then the techs have to dele...
Hi Everyone, We are currently rolling out non-managed technicians on the ST Mobile App. I am curious to see how others are using this feature, being that they cannot complete a job without a managed tech assigned to the job. Is there a work around ? ...
Is there a way to open up follow up jobs in a new tab or window instead of the same one?
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...
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...
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...
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.
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...
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| 07-23-2024 07:01 AM | ||
| 06-19-2024 10:04 AM | ||
| 06-04-2024 08:50 AM | ||
| 02-02-2024 05:22 AM | ||
| 01-23-2024 08:11 AM |
