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Technician's License on Invoice

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...

hannahpope by • New Contributor II
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Resolved! Warranty Workflow Questions

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...

ccmx106 by • New Contributor
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Capture Equipment Details on Closeouts

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...

bashby by • New Contributor
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New tag and Equipment information makes things more difficult

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...

asodari by • New Contributor II
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Technician assignment of Labor type

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...

PStaples by • New Contributor
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  • 3 replies
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Resolved! Forms Categorizing Forms Like Services and Materials

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.

CGS by • New Contributor
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Equipment sales presentation

We have always looked at Equipment estimates presentations differently than service repair quotes. For one thing we make up install kits; labor (different than service labor), warranties, guarantees, discounts, etc. that you don't see in service quot...

Resolved! Job Creation Date

Hi! New member here...Is there a way to see when a job was created? For example, if a call comes in today but requests to be scheduled for the end of the week, can I see "Date Created" TODAY, Start Date: END OF WEEK, End Date: COMPLETED DATE. When I ...

sanapol by • New Contributor
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  • 3 replies
  • 1 kudos
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