We noticed that when we add a task on an estimate / invoice - the technicians do not see the material associated to the task that is labeled as add on. we have to go into the invoice on the office side to delete the material
It would be helpful to have the ability to toggle technicians' ability to calculate prices based on the tags on a job, business unit, or other.The issue: We work for both residential & commercial customers. For most of our commercial customers, we do...
We are having the worst time trying to set up our estimates in mobile. Essentially, when our technicians go into "make an estimate" on the mobile job side, and try to add the pre-priced services from Pricebook Pro, it only shows a $0 cost. Not the pr...
Hello! We have a question about the present stage when offering an estimate (quote) to the customer. We want to know if there is a way for the quote, that we are presenting to the customer, can show materials that are attached to the equipment. For e...
My 2 newest techs have been set up on the same iPads that my other techs have. We have verified the operating system versions, the app version and it even says on the app in the store that it is compatible with the device. I have many other techs who...
Please give an option to my technicians in the field to do a "search all" when looking for a specific item. My technicians do not always know the difference between a service/task, equipment, and material... and honestly, for some items the line is a...
I would like to see my technicians have the ability to combine multiple estimates within a ticket so that when the customer receives the estimate, they get a total quote for an entire job versus multiple estimates that they then need to navigate and ...
It would be nice for the Technicians to have the ability to change only specific Service Item Prices.Vote for COMMUNITY-I-1870 idea if this is something you would like to see!!I like that you can set the parameter that they can't change any price in ...
Can a tech create a PO on a job BEFORE dispatch? I'm testing and it doesn't seem like they can. I don't want them to dispatch before they stop at the supply house but I also don't want them to have to call for a PO.
Can we please get categories for our proposal templates? It would make it soooo much easier for our Techs to find.
