Good morning,Does anyone out there know if it is possible to add labels to exported POs and invoices? This would greatly help me better analyze Budget v. Actuals for in-progress Projects/Jobs while we transition into using Labels in as a part of our ...
Good morning,Does anyone out there know if it is possible to turn off the ability to book a job directly from a sold estimate? Our company has multiple divisions; I only want to permission change to apply to the Commercial Department. We use Business...
What are the benefits of creating a project vs not creating a project?Does a project get created automatically when an estimate is sold? Or is it automatically created when the estimate gets attached to a job?
Hi all,I was signed up for the April 29th "Project Tracking Setup" webinar and as it goes (for a Monday of course) I had the webinar playing but couldn't pay one bit of attention to it! I seem to remember it was being recorded..Sooo does anyone know ...
We assign an overall business unit to a project such as Commercial New Construction. Within that project there will be jobs performed by different business units, i.e. Service business unit will do the start-up of the system. When assigning an overal...
