Resolved! Payment
What do I do if a tech applied a payment to the wrong customer
What do I do if a tech applied a payment to the wrong customer
How do you fix the 'Add Estimate' button being Grayed out in the technicians app (which prevents them from writing an estimate?
We have had incidences where technicians think they are being helpful or can short corner a job by editing the task description that they have selected. We can restrict their permissions from editing the pricing of a task, but need to make sure that ...
We have many projects that require overnight stays by our technicians and they use company credit cards to pay for all of that including their food. That has to be costed against the profitability of the job.I've yet to find a decent workflow for the...
We created a Titan form the technicians use to put in the property information. Once the technician has finished the form and closed the job. I can't see the form on the office side. But the technician can still see it in the app. Is there a easy way...
We just turned on the feature of automatically emailing invoices. However this feature does not automatically send any estimates built or pictures that are attached to the job. So our techs need to send another email anyway if there are estimates or ...
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...
We have customers that pre-pay for " 8 visits /year, and it includes 15 bags of salt per year" how can TECHS / schedulers keep track of the salt that has been 'left' thru the year ? ie- visit 1 - 3 bags leftvisit 2 - 2 bags leftso when tech goes for ...
I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!COMMUNITY-I-1050COMMUNITY-I-1681
Has anyone found a way to apply a Discount to a Service and NOT to materials at the invoice stage of a job?