Jobs
cancel
Showing results for 
Search instead for 
Did you mean: 

Posts

Tracking One Time Maintenances

I am curious as what is the best way to track the customers who only prefer the one time maintenance or tune-up option since there is no recurring service for that. There are some customers who do get them done every six months but only want to pay f...

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
  • 830 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
  • 2124 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
  • 1631 Views
  • 2 replies
  • 0 kudos