Is there an option to pay the techs a monthly commission on a monthly
membership they sold? If not an option how do others do this and/or keep
track of monthly memberships that are sold to pay techs their
Looking if anyone knows how to delete some history or audit trail on a
invoice. Our Tech applied a payment to incorrect customer . I unapplied
the payment but the history says I deleted a cash payment. I would like
to delete this to make it correct.
We add the equipment to tasks on the invoice for tracking purposes and
for the customer's record. However, if the quantity is more than one,
you can NOT add more than one piece of equipment. For example... (2)
Tankless water heater maintenances. You ...
The ST-62 release notes mention that the along with the new
Client-Specific Pricing Builder, there is a new feature that allows us
to choose whether to honor an estimate price or update it with the
actual time + materials cost. It links to this artic...
It would be very helpful to have a pop up or something that asks the
dispatcher (or CSR) if they want to apply credits on the account to any
open balance when they book a job. We also need to prompt techs in the
field there was a payment made against...
I used the new Client Specific Pricing Builder to create a rate sheet
for our time & materials billing. It is applied to all customers &
locations.However, when I am invoicing, I notice the invoices have No
Rate Sheet applied. I have to choose to swi...
Vote for my idea! COMMUNITY-I-2032It would be great to have the option
to apply a discount to only labor, materials, or equipment depending on
the situation. We like to offer friends & family a discount on
materials, but charge them our usual labor r...
For new home construction jobs, we work based on a flat rate big price
paid across multiple stages of the project. However, we need to pay
sales tax on and account for actual inventory items used.I have two
options in our current process:1) Create Es...
Is there anyway to get a next button while in the invoice view to move
to the next invoice within our list we have already filtered down to or
does anyone have a way to move to the next one without going back
through "accounting" to then click on the...