Hello! I was wondering if Pricebook Estimates Templates had the ability to bulk-import templates? For example, instead of clicking and manually inputting information to create an estimate template, I would like to upload an Excel file or use an API. ...
Has anyone else had issues with the Pricebook images disappearing at times? If so, what did you do to remedy the issue? I called ST Technical Support, and they couldn't figure out how to fix things on our end.
Instead of having to completely delete a purchase order and re enter the purchase order for the same project / job. It would be a nice option for the end user to be able to transfer the purchase order to a different job for the same customer. Or be a...
Love the Configurable Material / Equipment feature. Can this be done by Category instead of entering each and every line item. It would be much easier to enter and also much easier to manage when adding or removing material that needs to be added or ...
Anybody have any feed back on mapping your part numbers to service titan part numbers? I would like to see us use service titans pricebook services but we currently have to zero out the materials and add our own part numbers that we use for replenish...
when on the mobil view when they look up material it shows the cost price i want it to show list price so my techs automaticly charge list
Is there a way to lock the PriceBook so the team can’t manipulate the quantity to lower the price, like changing something to 0.75 instead of 1?
Client Specific Pricing is used to determine the markup on Materials for Material line items on invoices. This is perfect for T&M Sales. However, if that T&M Customer wants a quote, Client Specific Pricing corrupts the invoice!!The problem is on seve...
AS our Pricebook evolves, we are in need of a mass editing feature like that of pricebook to deactivate old Estimate and Proposal Templates. I hope this is in the works for an update.
Hi, I was just wondering why Trane categories has not been upgraded? Like American standards category. For example, if you look at trane category, you do not see anything on thermostats zoning systems on American standard category. You see those item...
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| 12-10-2024 01:30 PM | ||
| 10-28-2024 09:25 AM | ||
| 10-21-2024 08:52 AM | ||
| 10-15-2024 01:57 PM |
