Something strange has occurred this week when I wanted to edit an invoice that had not been batched out yet. The pencil icon is completely missing that is next to the task description. The other strange thing is there no longer is an option to add an...
After an install has been completed, I go back to file rebates for our customers. Part of that filing process is to add the model and serial numbers, along with the AHRI number to the invoice. I'm finding now that I cannot do that once the invoices h...
We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...
I have several property management groups and a few of them have the same service addresses as they purchased from one another. A job was created under an incorrect billing address and I am looking to get that job information transferred to the corre...
Any good resources on doing prevailing wage jobs? We are doing one now, and are wondering best practices/workflow for it. Thanks
We are experiencing a major issue with our workflows for tracking job costs and paying commissions. We turned on configurable payroll to pay out a commission based on a percent of the invoice, less the costs of the job (paying on the profit). Unfortu...
Is there a way to open up follow up jobs in a new tab or window instead of the same one?
It has been great using the enhance with ti option on the office side for invoice summary. In the event that the office staff is on the other line or unavailable to the technician while they are completing job summary is there a way for the technicia...
Hello, It would be very beneficial to add a Work Order# field next to the Date field in the Work Order PDF file. This number will correspond to the Job#. We complete more than one services on the same date at the same location, so property managers a...
I believe this should be 2 separate options. Just because a job is a no charge doesn't mean its a non-opportunity as well (i.e. Estimate Jobs). I know that if an estimate with a sub-total equal or greater than the job's sold threshold is sold on a No...
