Resolved! Estimates

I feel like I'm going nuts! I know for a fact I put our general exclusions, wording, etc on our estimates. I went in and physically put it in there. I don't recall how and now when I go to pricebook Templates, it says I have none. But I'm looking at ...

tlmj123 by New Contributor II
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HTML to Plain Text

Im having an issue with my pricebook items being exported to quickbooks and removing the Service Titan HTML format. If I create the service task and edit the HTML with the correct tags, when an invoice is generated to QB it removes it and creates 1 l...

kgarvey8 by New Contributor II
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Search by User Activity

I would like to search for activity by user. Specifically the POs I create, the notes I make and projects I am involved with.

Material Cost History

Does anyone know a way to track manual cost changes on material. It would be great to know when and who updated the cost on materials we have in our price book. I don't see a way to do that. As we are working on estimates and invoices the boss wants ...

chris-zeww by New Contributor III
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