Resolved! Request that tasks linked to projects or jobs within a project show up on Project Page
Thinking it would be a good idea if we could have easy access and visibility to see tasks assigned to projects and jobs within projects.
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Materail Workflow from Warehouse => Requsition => Invoice => Replenishment
This is a test showing how material flow through the system. I get tripped up at the invoice close-out section. I would like to see a "Requisition Received Receipt" so I can better track the movement of material at a transaction level. Once the mater...
Resolved! Detach Job from Project
I attached a wrong job to a project. How do I move it to the right project?
Job Costing Flyout
We would like to see Technician's rate changes with effective dates. Currently, when the Tech's rate of pay is changed, the new rate shows on Jobs done before the effective date making the job costing incorrect. Also, the overtime is not calculated c...
Resolved! Estimates created without a job?
Is there a way to pull an estimate that was created under a customer but not a 'job' into a project? Or 'Book A New Job' from an estimate that was not created from a 'Job'? The estimates created without jobs attached are just in limbo?
Export labor costs to accounting software
At present, ST does not export labor charges to the accounting software. When I questioned support on this, their ultimate answer is that you should post labor costs from payroll and consider that your job cost. Unfortunately, that is very bad advice...
Sold Estimate Project Status
Hey Team! Need some advice... We have sold estimates that our a package we sell to our clients at an in-home demo with a sales rep. Then after selling the estimate we have an installation team that needs to go out to preform the equipment install. Af...
Construction Punch Lists
This question is for new construction workflow: Does anyone have a suggestion or solution they are using to create punch lists on jobs? For example, our Field Sup (FS) goes out to look at a phase 2/top out job for a project and needs to create a punc...
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Labels
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Aggregate Inventory Stock Report
1 -
Appointment Special Instructions
1 -
Appointments
6 -
AR Management
3 -
Batching Process
1 -
Budget VS Actual
2 -
Change Orders
2 -
Completing Jobs-Office
6 -
Crew Management
1 -
Details - Invoicing
4 -
Document Management
1 -
Editing Jobs-Office
8 -
Financial Reporting
1 -
Forms - Office
1 -
Forms-Office
4 -
Inventory
1 -
Inventory Counts
7 -
Inventory Mobile App (Inventory and Purchasing)
6 -
Inventory Module
7 -
Invoice Items
2 -
Job Booking & Appointments
1 -
Job Confirmation
1 -
Job Costing and Reporting-Project Tracking
4 -
Job Costing-Accounting
3 -
Job Media Attachments
1 -
Job Planning and Management
2 -
Job Summary
2 -
Jobs - Mobile
1 -
Jobs - Office
1 -
Jobs-Mobile
8 -
Jobs-Office
7 -
Legacy Purchasing
1 -
Payables
1 -
Payment Collections
2 -
POs and Inventory-Project Tracking
26 -
Progress Billing and Invoicing-Project Tracking
16 -
Project Estimates
2 -
Project Job Costing
6 -
Project Labels
2 -
Project Management
5 -
Project or Jobs-Project Tracking
17 -
Project Payments
1 -
Project Reporting
3 -
Project-Email Settings
4 -
Projects
21 -
Purchase Orders (Purchasing Module)
6 -
Purchasing
2 -
Reconciliation
2 -
Refunds
1 -
Replenishment (Inventory Module)
2 -
Replenishment (Purchasing Module)
2 -
Rescheduling Appointments
3 -
Retainage
1 -
Returns
1 -
Sales Tax
1 -
Serialized Item Report
1 -
Statement-Email Settings
1 -
Technician Job Closeout
3 -
WIP Reporting
2
Unanswered Topics
| Subject | Author | Posted |
|---|---|---|
| 10-16-2024 08:08 AM | ||
| 10-16-2024 08:05 AM | ||
| 08-29-2024 10:32 AM | ||
| 06-27-2024 01:35 PM | ||
| 06-19-2024 10:55 AM |
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