Posts

Uploading Forms

I'm attempting to upload forms to ST that are the correct file type and even show up in the preview when I upload them they say that they are successfully uploaded but they never appear in our list of forms.Anyone ever experienced this??If no has I'l...

spetrie by Contributor II
  • 1609 Views
  • 3 replies
  • 2 kudos

Pricebook

New customer involved in onboarding process. Wondering if the are any One Hour Franchises willing to discuss or share pricebook. Thanks

JPGrustas by New Contributor
  • 596 Views
  • 1 replies
  • 2 kudos

Invoicing

Is there a setting that can be applied to each job that a tech has to upload site photos before closing out and dispatch to the next job?

allisonc by New Contributor II
  • 1845 Views
  • 7 replies
  • 2 kudos

Taking Payments in field

Our technicians are struggling with the credit card scanner on their phone/tablet (when they are taking payment and there is the photo option in the payment screen. - Many credit cards are black, and the techs are experiencing issues being able to ta...

ashley_c1 by New Contributor II
  • 710 Views
  • 1 replies
  • 0 kudos

Attaching inbound calls to Client Jobs

We would like to link our inbound calls from our Service Professionals to the jobs that they are calling on about. Especially when they are doing a post call but when we click from call, dispatch and open job the new way it doesn't link the call to t...

PDF Files uploading to Projects

Hi everyone I was wondering if any of you are having any difficulty with project uploading plans? When you upload plans PDF into the job the techs can not see the plans until the job is completed and closed out. what is the best practice to upload pl...

Read-only access to tasks

When a user is granted permission to "Access all tasks and subtasks", they automatically get the ability to create, delete or modify tasks (including those tasks created by other users/departments) for jobs. Without this permission, users are unable ...

Non job events

i think it would be a great idea if we could control when the non-job events(blackouts) are visible to the techs. Sometimes they dont need to see what is there for 7 days in the future. they just need to know the day of. If it had an option on it to ...