Wouldn't it be great if you could send pictures and documents like estimates, permits, etc to customers via the text/chat feature in ST from the office and mobile app?! We have customers often that do not want to provide an email address, they prefer...
I feel that there has to be a way to use the task manager for tracking your progress throughout a jobfor instanceI create a solar or generator install projectas soon as I create that project certain tasks should populate such as Get customer NOCSubmi...
Good afternoon, Just a suggestion that would make life so much easier! It is something that I spend way too much time on, on a regular basis. When we have a project in ST and enter a door/gate code into the project, it does not automatically update o...
Hey gang! Looking for some insight/clarity on booking sold estimates on existing jobs. Is there a reason/logic to not allowing the office to add sold work from MOBILE to any other existing job?We had a septic technician sell additional work on a job ...
Customer called to cancel their scheduled appointment. The job was book through the sold estimate. When Im going to cancel the job it says that I will not be able to book the job in the future off the sold estimate. Am I doing this correctly or is th...
Hello ST Folks!On the office side we cannot sell estimates to be completed now, into the same job it was created from for a technician. Estimates from office can only be booked into a new job or existing job (other than the one in which it was create...
Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?
Our SM Wally was completing a customer estimate and we are all set up with TURNS Financing and it doesn't show when he comes back to work at his office station (As he has two sign ons) How does he have equals and view with both without having to be a...
