Does anyone know why I would have different financing options showing up in the invoices for estimates when I don't have that option selected in the settings. I know there has been some bugs after recent updates but this is driving me crazy. It's onl...
For a program that has so much spent on it, why can it not communicate with QuickBooks.
Hello all!Currently this is not offered but maybe in the future it could be an added featured.I'd love to be able to track tools as assets.This way they can live on the balance sheet and have traceability of who has it/ used it last/ when it needs to...
What is the best way to account for or track the unused material from a job PO, if a tech is going to keep it on their truck?
If ST is going to make it mandatory to remove all tasks before canceling a job, there needs to be a "delete invoice" button to remove all tasks at once. With a large project it can waste far too much time deleting those tasks one at a time. Also - da...
Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?
We have techs and sales reps who are paid a bonus based on their gross margin % per month. Does anyone have any idea how we can run a report in ST to see gross margin per tech or reps? I have tried everything known and watched every video I can find ...
Wondering what the best workflow is for sending materials lists to the parts department "pull or order list" for install jobs. When we go out for the measurements, we currently just have the pre-install technicians write up the full list of materials...
Our SM Wally was completing a customer estimate and we are all set up with TURNS Financing and it doesn't show when he comes back to work at his office station (As he has two sign ons) How does he have equals and view with both without having to be a...
Hey all, I am in need of some assistance!So after getting all my materials inventoried, I noticed that I was in need of a few more materials, and went to duplicate some of the already created materials (since it was simpler, and had most the info I n...
| Subject | Author | Posted |
|---|---|---|
| 06-27-2024 01:35 PM | ||
| 06-19-2024 10:55 AM | ||
| 07-27-2023 08:49 AM | ||
| 12-06-2022 07:18 AM | ||
| 09-21-2022 01:48 PM |
