Hi, Would like to add alert for when a tag is added to a job. This would be very helpful for us when our warehouse adds "Parts Ready" and we are alerted in real time to schedule the job with a customer. We have tag reports set up to be sent out every...
What are the permission(s) required in order to review an invoice and if necessary, edit the invoice. This is for a user that compares inventory sales orders against PO's on the Job. Thank You,
Hey #YALL,It would be awesome if there was a way to change the colors of the job bubbles. Like it something was marked or changed to high priority, that the bubble would change to red - or at least an option to change it. I know when you tag it as ur...
Is there a way to show the technician's license number on the invoice? We do not have the customers sign the acknowledgment or authorization paragraphs, so we cannot include them in that portion of our invoicing setup. I appreciate any help you can p...
Wondering if I can get some help walking through warranty tracking and invoicing. Given the hypothetical situation below, how would this be handled?The technician goes out on a troubleshoot job and finds a control board that needs to be replaced. The...
Our company is a 360 Painting Franchise... I have been trying to use the mobile site to closeout jobs onsite. I am unable to do so because there is a section after the signature requirements called Capture Equipment Details. First, we do not have any...
The new update moved the location/customer tags and the equipment information to a sidepanel on the right. It made far more sense for the tags in particular to be at the top of the page, where and English reader is going to look first. Tags that indi...
For companies that have technicians who's work would fall under multiple labor types, it would be a great improvement to efficiency if labor types could be assigned in more places then just the technician profile or on a completed time sheet. Ideally...
I would like to see the category system that is applied to services and materials applied to forms. It would make it easier for the techs to find a form. Right now they have to scroll through a list a mile long for them to find the one they may need.
I see a few customer's get service when they are still owing money.Can you design the Dispatch board to freeze an account for a job after they have booked a job and then fall behind on their account?Example:Customer calls and books a tune up for June...
