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Bulk edit price of equipment

Can you please look into the software having the capability to bulk edit “Equipment” with the same categories that are available to bulk edit “Services”.

j_mullis by New Contributor
  • 1843 Views
  • 2 replies
  • 0 kudos

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...

jason_sp by New Contributor II
  • 4024 Views
  • 6 replies
  • 0 kudos

Schedule feature visualization

While booking appointments we are using the schedule tab to better understand our current booked projects and to create geographical logical routes. We suggest adding to the appointment info tab the client's address for better and more effective sche...

Moshe by New Contributor
  • 1782 Views
  • 2 replies
  • 0 kudos

Combining Sold Jobs into Existing Job

I'm having trouble finding what ST considers the "trigger" to allow estimates to be added to existing jobs, versus only being able to be booked as New Jobs.We have a department that sometimes has to go back and sell new estimates on a job contingent ...

robert18 by New Contributor II
  • 4371 Views
  • 5 replies
  • 1 kudos

Resolved! Membership Recurring Service Time Frame

We are trying to find out if we can set a maintenance membership so therecurring service is set to a certain time frame. Some customers have moreequipment than others so it takes longer to complete their maintenancevisit for a membership. We would li...

dyan_the by New Contributor II
  • 2142 Views
  • 1 replies
  • 0 kudos

Non Convertable by task

Is there any way to make a job non convertable by task code instead of job type or $?

BBass by New Contributor
  • 2911 Views
  • 2 replies
  • 1 kudos

Resolved! Job incorrectly marked as "Completed"

Occasionally we have technicians mark a job as "Completed" when they should have marked it "Done for now"Is there anyway to change the status from "Completed" to "Done for now"?

kevinfow by New Contributor III
  • 2686 Views
  • 2 replies
  • 0 kudos