Changing the estimate document default name of "Estimate" to something other
I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions
I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions
We are an irrigation company that utilizes prepaid memberships along with pay-per-service jobs based on where we are in the season, i.e. we are getting ready to start up systems. We are having an issue where a startup job, for example, is booked as a...
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”.
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...
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...
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 ...
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...
Is there any way to make a job non convertable by task code instead of job type or $?
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"?