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Estimate wording pulling into job description once booked

Hello! Not sure if there is a way or if it just needs to be an idea but when we book an estimate into a job, it would be great if it pulled into the job description so we don't have to copy and paste each line into the description?

Technician Receiving Campaign Information

It would be great if the Technicians could see the CAMPAIGN that the Job they are running was derived from. We currently have to ADD the campaign to the Job Summary for our Sales Techs to see the Campaign and could eliminate this rework if the Campai...

alemke by New Contributor II
  • 594 Views
  • 0 replies
  • 1 kudos

Configurable Customer Notifications

Please add the ability for each job type to store dispatch / reminder / booking text that could be then added into the dispatch / reminder / booking texting/email customer notification messages.

Non Managed Techs & Mobile App

Hi Everyone, We are currently rolling out non-managed technicians on the ST Mobile App. I am curious to see how others are using this feature, being that they cannot complete a job without a managed tech assigned to the job. Is there a work around ? ...

Resolved! Open Call Report?

How can I see all open calls that have not been "completed", I need to be able to see any calls sitting out there in ST either as "Open", "Scheduled", "Paused" etc. Using the options below the dispatch board is not showing prior days jobs unless you ...

gamorosano by New Contributor II
  • 1845 Views
  • 2 replies
  • 1 kudos

Emailing Customer with Job Updates

Is there a way to send an email to customers with updates on a job that is not complete without doing it through the invoice? This is for constructions jobs that are not complete and the GC and our project managers are wanting to be updated on what t...

Cerena by New Contributor
  • 1386 Views
  • 2 replies
  • 0 kudos

workflow to move equipment

Looking for workflow to move a piece of equipment to a new location. SAME owner. Client moves and wants us to uninstall at old house & reinstall at new location. I'm thinking best thing is just one job and editing the location address after the move ...

ErikaF by New Contributor II
  • 1466 Views
  • 2 replies
  • 0 kudos

Booking Job on Completed Job

Good Afternoon all,I am having an issue and am not exactly sure what to search for. We had a job that was marked completed which is was not completed. It would not allow me to mark it as uncompleted. I was able to add an appointment but when I went t...

dianam8686 by New Contributor III
  • 1659 Views
  • 2 replies
  • 0 kudos