User Activity

I know we can turn off customer notifications for certain job types or business units, but is there a way to have different customized notifications based on job type or business unit? We want our service and sales notifications to be slightly differ...
For anyone charging a credit card fee, I have a couple questions. 1. Is the fee taxed? (same tax rules that apply to the invoice)2. Is the credit card fee also added to the estimate? Part of our reconciling process is to ensure the estimate and invoi...
Hi all, Is anyone using the weighted cost average for items in the pricebook to take the cost from vendor POs? I have some questions about workflow processes that I would like to go over with a company that is using it. Thanks in advance,
We have a job type for Phone Call Follow Up, meaning a physical visit is not necessary, just a phone call is needed. The issue with having it be a job type is that it must get dispatch and arrived to close out completely, or else it will be left in t...
Does anyone have a technician that does more than one role in the company which also means different commission rates? I am trying to figure out how to set it up so he can have different commissions based on the job type? Right now it is a very manua...