I wanted to share a few tips based on questions that have come up
recently. Keep track of Incomplete jobs in the past. Create a custom
report on the Jobs dataset. Run the date range on Job Start Date. Run it
from some date in the past through yesterd...
Hi, Yes. There is a feature in beta right now called "Document Template
Engine". This feature will allow you to completely customize your
invoice layout. I expect it will allow you to add custom fields such as
"Attn:" or "C/O".
Great question. Admittedly it is not very intuitive. If a technician is
selling an estimate for work to be completed (whether to be done now or
later), it marks that job as a non opportunity so the conversion (items
on the invoice) doesn’t count agai...
Love this. Thanks for sharing. One clarification I’ll add around No
Charge / Non Opportunity by default. The way I like to think about it is
No Charge means “doesn’t count against the Technician if they don’t sell
anything”. So generally speaking Est...
Hi there! Good news, the answer is Yes.There are two configurations that
can be turned on:Show technician name on printed invoiceShow technician
license Number on Invoice and EstimateThe second is dependent on the
first. Meaning, you cannot show the ...
Yeah, currently the best way to do a bulk database edit would be to have
the Success Manager submit a data task to the data engineers. I’d
recommend a clear and detailed request along with an excel sheet with
the necessary information. So if you want...