Hello, We have an issue with tracking our recurring service appointments opportunity conversion rates. We are hoping to be able to conditionally have the non-opportunity box checked when neces...
Good Afternoon, We are still onboarding and customer service couldn't answer my question, but just referred me back to my Onboarding Rep. which I have to wait to schedule a Zoom conference to talk t...
We have techs and sales reps who are paid a bonus based on their gross margin % per month. Does anyone have any idea how we can run a report in ST to see gross margin per tech or reps? I have tried e...
Hey all, I am in need of some assistance! So after getting all my materials inventoried, I noticed that I was in need of a few more materials, and went to duplicate some of the already created mat...
I want to force our techs to fill out a daily form, but as far as I can tell, have to create a new job daily to do this. I work in large-scale install projects and want to use some of the job ...
Hey all, so we have recently started tracking with inventory/PO's and I was going through marking specific items to be tracked, and a good few gave me a pop-up showing this: If I decide ...
A point was made below by @JerryCobb relating to a problem he is having with duplicated costs on job purchase orders. I think that this is an even bigger problem, and that the way Tit...