Heyo! It would be really helpful if, in the history of a project, it was updated with everything that might have changed with the project. For example we had a client provide an updated address for the project. We changed the address in our system bu...
Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...
Good morning,Does anyone out there know if it is possible to turn off the ability to book a job directly from a sold estimate? Our company has multiple divisions; I only want to permission change to apply to the Commercial Department. We use Business...
What are the benefits of creating a project vs not creating a project?Does a project get created automatically when an estimate is sold? Or is it automatically created when the estimate gets attached to a job?
Has anyone found a good process for their install leads requesting material on a project? Our guys run construction projects that can last for months. We create one job with multiple appointments. We would like them to start requesting miscellaneous ...
Good Morning,I have a quick and probably easy question... Can we add expenses to a project without creating a PO? There is a lot of times that we don't know about an expense until the bill arrives. I just need to know if we can add a bill without cre...
We have a large project where we created multiple estimates for the customer, all the estimates combined equal the total project contract. When trying to create the AIA it wants to make the first estimate of the total contract, and all additional "ch...
at our location when we get parts in we label them and put them in our warehouse. sometimes we are hand writing 6-10 labels for the same customers when we have installs. I am purchasing a thermal label printer so that I can create duplicates a lot fa...
it would be helpful to add the date & which job is associated to the hours under project/technician
*Edit* Can a moderator please move this into the ideas tab? First off I just want to say I love the direction ST is going with the Project Portfolio tab and the latest update with bulk editing is so helpful! We had over 4k projects that dated all the...
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| 10-16-2024 08:05 AM | ||
| 08-29-2024 10:32 AM | ||
| 06-27-2024 01:35 PM | ||
| 06-19-2024 10:55 AM | ||
| 07-27-2023 08:49 AM |
