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...
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...
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...
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...
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 ...
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.
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...
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...
So i learned today that there is a limit of 5 paused jobs on the techs schedule. My guys use the paused jobs as a reminder that they are waiting on things for those jobs. They were wondering if there was a way that they could be allowed to see all of...
Currently we manually add a "parts ordered" or "parts here" tag to the job that the purchase order is connected to, we also get a scheduled report every morning with jobs with those two tags on. Then dispatch can see what jobs we are ready to return ...
