When selling an estimate sometimes our tech will hit a wrong button and say perform work later. If an estimate is sold via esign it is automically sold for later. I know if you click the 3 dots next to the estimate you can toggle it to perform work n...
Technician can not close out job without entering equipment details. We have to manually close out jobs in order for the tech to move on to the next job. This happens on a new install when equipment is tied to a job. Huge inconvenience for our techs ...
Hey Guys, Not sure if this is available in ST or not. Is there an option to request a print signature and a signature signature? We have some techs pencil whipping signatures and want to have a best practice to prevent this from happening. I think ha...
When our techs go out to a tenant/landlord job and there is a card on file, a signature is required even if the landlord is not present. Is there a way the tech can charge the card on file upon completion without a signature? Or use the authorization...
E SignIn Mobile, click Invoice, then Sign, then E Sign --- The E Sign document/signature never presents the ACTUAL invoice to be signed - it just sends the authorization paragraph. This seems like a major bug - how do I get a remote signature from Mo...
