Project Tracking

Keeping tracks of payments made to a vendor

Hello everyone!We are trying to do a better job at tracking job costs and we have run into the issue of having to keep track of the payments being made to the vendors for which we have added PO and turn this information into some sort of balance repo...

Financing on invoices

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...

Why doesn't ST communicate with Quick Books.

For a program that has so much spent on it, why can it not communicate with QuickBooks.

Resolved! Tool Tracking System

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...

accounting for unused PO# items

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?

Canceling a job should not be so inconvenient

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...

Resolved! Modify lead generated by technician on job edit. What entry is required on where lead came from?

Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?

Resolved! Gross Margin Report

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 ...

Materials list for equipment installations

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...

Why cant we open the estimate for our Service Manager who has all the permissions

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...

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Posts

Keeping tracks of payments made to a vendor

Financing on invoices

Why doesn't ST communicate with Quick Books.

Resolved! Tool Tracking System

accounting for unused PO# items

Canceling a job should not be so inconvenient

Resolved! Modify lead generated by technician on job edit. What entry is required on where lead came from?

Resolved! Gross Margin Report

Materials list for equipment installations

Why cant we open the estimate for our Service Manager who has all the permissions

Material Requests for Construction Projects

service location labels

Project page technicians - ADD date & job that hou...

Bill to GC instead of Customer

Financing on invoices

How do I resolve QuickBooks Payroll Error 15404 du...

What is QuickBooks Error 6155 and how can I fix it...

How Can I Resolve QuickBooks Error PS077 During Pa...

What Should I Do If QuickBooks Is Not Responding W...

How can I resolve QuickBooks Error Code 6143 when ...