Wanted to share this win from Schedule Assistant. We have been trying to
really format our call screen to utilize schedule assistant because I
think it will save the CSRs a lot of time on scheduling inspections in
the future when there are few gaps. ...
are different types of booking requests that we receive now with
different integrations (Trane integration, LSAs, Angie, Zapier bookings,
etc.) I would love to be able to put Ale...
Currently, the only way to make a return on a Purchase Order is to go to
the Purchasing Screen, then hit returns, and create new. (they did add
making a return from a project screen... but how about all the
non-project returns?)I would like the abili...
Idea to go vote!I hate that on the premade templates I have to go and
redo the footer and header each time with the layout that I want versus
what is already premade. I would l...
Please vote and share this Idea ID to get more
the Chats screen, I would love to be able to filter the chats. Filter by
day, filter by who responded, filter by last respond da...
I have been with ST for 5.5 years and it has been up and down with CSMs.
I have had 4 total in the 5.5 years. 3 have been awesome, and 2 have
been alright. One thing that really helped me is to realize what your
CSM is used for, versus what support i...
I don't believe there is any way to specify how often someone gets an
email (may be a good idea to create though!). If my memory serves me
correctly they are able to say what kind of emails they receive if they
hit the marketing preferences. I know t...