Fraud alerts
Does anyone know of a way to check for technicians doing side jobs on ST? Other then the minimum dollar threshold alert, is there another way to figure out if a technician is stealing business?
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Requiring picture's
How to you make it a requirement for the technician to upload certain picture's before closing out a job?
Field Technicians Ability to download previous invoices through History
Our Sales Team needs access to be able to download a PDF of a customers install invoice. Unfortunately our only option right now would be to manually email them each invoice, or to set them up with an office login to be able to search/save them thems...
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