Invoicing
Is there a setting that can be applied to each job that a tech has to upload site photos before closing out and dispatch to the next job?
Posts
Non job events
i think it would be a great idea if we could control when the non-job events(blackouts) are visible to the techs. Sometimes they dont need to see what is there for 7 days in the future. they just need to know the day of. If it had an option on it to ...
Technician follow up
Hello, we are wondering the best practice for when a technician has completed a job and a customer calls back and wants to ask the tech a question about an estimate/invoice. We have been creating an additional apt stating "Please call customer regard...
Resolved! Non-charge job event code
Hi, when booking another appointment for a job that is closed that we need to return to it and there is no charge to the customer. Why is it that when we put in a non-charge job event code the techs are still able to put in their hours and it shows u...
Resolved! Calculate Material / Equipment Changes in Estimate Tool
Hi! Is there a fix in place or workaround for the Calculate button to re-calculate the price of a service within the Estimate tool when a material or equipment has been remove / replaced? My team has tried multiple options, but the dynamic pricing is...
Technician app, display what techs are currently working on this particular job
I assign multiple technicians to each job. It would be very helpful if a technician starts working on a job.... if it would display "Joe is currently working on this job". As of 2/1/2022 it only displays if the job has been "paused". It does not indi...
Unable to book job due to no item on truck
Hello, I'm currently running into an issue where we're trying to book a service job that may be 2 weeks out (we do water feature maintenance). We would grab the materials that are needed that morning, like let's say a replacement pump, however we're ...
Cancelled calls.
I would like a report that details the time a call is booked and cancelled. Trying to maximize our tech schedule to reduce cancelled calls.
Scheduling multiple sold estimates
Does any one else feel its very time consuming when booking multiple sold estimates , that you have to go back and copy and paste the summery in each one and add it to the upcoming invoice summary. there are time we have 8-10 different estimates that...
Tax on equipment and materials on estimates
We do not charge sales tax for our services and would like to know how others are accounting for taxes on equipment and materials when building estimates. Our prices in the pricebook are all pre-tax and when building an estimate it gives an incorrect...
