Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...
Is there a way to designate a lead technician on a job? We are creating scheduled report of open jobs by technicians. Currently when there are multiple technicians assigned we are not getting actionable data. Thank you in advance
Currently we can only text with a customer from the dispatch board. We would like the ability for our techs in the field to send daily updates and photos via text from their job page to their customers.
Is there a way that a tech can capture site specific information and save it to a location page? What are companies doing to record site info so that it is public for the company to see? For example a technician visits a house and finds out a control...
Good Afternoon all,I am having an issue and am not exactly sure what to search for. We had a job that was marked completed which is was not completed. It would not allow me to mark it as uncompleted. I was able to add an appointment but when I went t...
We are working with a customer who will need all of the jobs performed at a specific location either printed or downloaded. Support stated that there currently is not a setting where this is possible, and that each job would need to be accessed in or...
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...
