Mobile PO Question
Can a tech create a PO on a job BEFORE dispatch? I'm testing and it doesn't seem like they can. I don't want them to dispatch before they stop at the supply house but I also don't want them to have to call for a PO.
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techs cannot create equipment
This is a growing issue and I know I have seen in mentioned on Masterminds. We have techs that are creating equipment (and they have screen shots of it created) then it just disappears completely as if the never created it! I have an "escalated ticke...
New Idea
Hello,I would like to submit a new idea. I'm new at using this community messages and not sure if this is were I'm supposed to tell you about it. Hope it's done correctly. I created a new idea COMMUNITY-I-2487 that would greatly help our tech's out i...
mobile
My techs are on call one week at a time. Our time from 8am-4pm is considered regular and 430pm is nights and weekends charge. We also have a holiday charge. If our times are set as such why does ST not reflect this and they have to go in manually and...
Resolved! Making A Form Mandatory
Hi Ya'll! We are running into a bit of a problem trying to have the techs fill out an HVAC checklist form when they are on an install job. We put a trigger on it for “when close out button is tapped” but it still allows them to fill out later and the...
Automating Adding Sub-Items to Items on an Invoice
Is there a way to automate the addition of sub-items to items on the ST Mobile invoice tab? Our inventory/job costing system has different categories for different material types (ie: electric, plumbing, gas, sheet metal, etc). These materials are al...
Limited information in Mobile without opening jobs
The information a technician sees in mobile without actually opening a job is very limited. We should be able to configure this information in a way that works for our individual shops, and add custom fields if needed. Please vote for these in ideas!...
Tech work schedules
Would like techs to have visibility in their assigned work and on-call schedule for period of time (2-4 weeks). Not job or non-job assignments, but work schedule. Since tech shifts are already created and visible for admins, would like that same visi...
Events - Tech unable to see if TIMESHEET not checked!
With the newest update, there was a checkbox for "Needs a timesheet?" added to the new event settings. We use 1call dispatching, so our techs can only see one job at a time. With this we use events to let staff know if they need parts for a later rep...
Proposal Templates
Can we please get categories for our proposal templates? It would make it soooo much easier for our Techs to find.
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Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 02-13-2025 07:10 AM | ||
| 01-20-2025 12:21 PM | ||
| 12-05-2024 10:12 AM | ||
| 11-14-2024 01:24 PM | ||
| 09-05-2024 09:15 AM |
