Settings

Invoice formatting

We do commercial and residential plumbing. Is there a way to format the invoice to show Net 30 for commercial and due on receipt for residential? I have to add those in every time before I can update the invoice to send.

ST 69 update how to set Default Warehouse

This was just rolled out but had no details on how to set it just yet (that I have seen) so figured I would put this out there in case anyone else is interested!Under each business unit, you can now select the default warehouse so that when you creat...

Hide a business unit?

Is there a way to hide a business unit from the office? We are debating setting up a business unit for things like warehouse, stock inventory and non specific overhead time.

New Idea - Set alerts for multiple business units / job types

It is such a pain to set alerts for multiple business units. If I need to create alerts for multiple BUs, I have to do each BU individually.

Business Unit Bulk Updates

During the release 66, the feature was added to do bulk updates to business units. However, this feature erases the mapping to Intacct so is effectively more work to do this new feature.I would love for this to be fixed during the next update.

Technician Permissions

I have looked everywhere in every setting and I can not find it. I need to remove permissions for technicians to add a discount to an invoice.I know it is listed as Discounts and Fees in the pricebook, but I specifically need to have the permissions ...

Service Area Zones

Hi all! I am trying to find a way to simplify a task we do, but am not having the most luck streamlining it.We currently have four location-based service areas that have different pricing. What we currently do is have our inspection job types pre-pop...

Add an option to filter the alert with business units

Payment applied alerts do now allow for an option to filter by business unit. This would be helpful so department managers can be notified.

Resolved! Skill set capacity vs adjustable capacity planning

I am getting ready to set up capacity planning for my business and today I read on here that you have to choose between manual adjustment capacity and skill capacity when setting up. If you chose manual adjustment capacity, is the CSR still able to s...

Resolved! Changing the look of invoices

I would like to make changes to our invoices. I would like to make the acknowledgements where the customer signs larger and if possible, in red so it sticks out better so the customer actually reads what they are signing.

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