I spent days troubleshooting this topic after feedback from a customer. I have confirmed by testing that E-sign links sent to customers do not work if we close out a job. However if you reopen the job/appointment the original e-sign link will work ag...
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...
Does anyone have any suggestions or ideas to share of how one could reduce the amount of time it takes to create on estimate for new construction jobs? We currently use estimate templates/proposal templates for our change out jobs, but I am unable to...
Hey all, wanted to put forward a suggestion about changing how projects are structured in ST. Right now, you can only create one for jobs at a particular location. What I'd like to see is a way to create a project based around a particular customer, ...
So If you have gotten into the Project Progress Billing then you have found out that you no longer have the Money (revenue) on the Job's invoice and when you look at your Dashboard it puts it as "non-job revenue". This is technically not true because...
Thinking it would be a good idea if we could have easy access and visibility to see tasks assigned to projects and jobs within projects.
