Is there anyway anyone knows how to capture a signature for a ISR or follow-up call through Follow-Up tab?I know we can Sold/Convert but there is no signatures with terms and conditions where they agree to work, any ideas or know of anything?
We have multiple business units within our company. Half of them have disappeared but are all active. Anyone else have this issue prior?
Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
I was wondering if there is a way to see who accesses what reports? They have an audit trail for almost everything else except who is running what reports and non-job events that I can find.
We would absolutely LOVE to see an office calendar within ST. We will often add non-job events to office staff's lines so they remember what meetings they have. However, it would be so much more convenient to add jobs to office staff's lines. For exa...
There needs to be some tool that allows for us as office management to view the schedules, time off, and breaks taken in real time the same way that you can view it for the technicians. I understand that the office staff is often over looked in the t...
