Where would I navigate to add a sentence to the fine print writing where customers sign estimates/invoices?I would like to add something about permits. Example of what it currently says-I find and agree that all work performed by Coates Plumbing Inc ...
ANYONE KNOW IF YOU CAN DEACTIVATE A BUNCH OF JOBS AT ONE TIME?
Hey guys! Sometimes I deal with petty technicians who love to make the life of a dispatcher a little difficult. As much as we would all like guys just to go out and service the client without questions/pushback, well we don't live in that perfect wor...
Is there a way to add requirements to an appointment outside of a form for the "job". If they are on an install before they close that days appointment out they are prompted to put daily notes in or check specific items during the install for quality...
What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....
How can I see all open calls that have not been "completed", I need to be able to see any calls sitting out there in ST either as "Open", "Scheduled", "Paused" etc. Using the options below the dispatch board is not showing prior days jobs unless you ...
My tech's are frustrated when they add previously installed equipment they have to tap the arrow for each month to get to the date of install. We work on a lot of equipment that is 15 to 20 years old. 180 - 240 clicks on their iPad. Wouldn't it be ea...
We are new to ST and I created an estimate and the homeowner accepted it, however I didn't book the job from there. Job is complete and I need to send the invoice but the invoice is blank. I did a chat this morning with customer service and was told ...
Does anyone know if there is a report that I can run to get a list of all the customers we have served year to date? So far all I have been able to find is customer list, which turns back a list of every customer in our system and not the customers t...
Hey ST Group - we had a concern come up during our managers meeting where we find ourselves in a pickle where a customer canceled a job they are financing, and provided no "like cash" deposit. This typically happens when a job is scheduled out. It's ...
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| 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 |
