Currently, there isn't a direct method to identify who closed a specific
task. You might infer the responsible party by comparing the notes on
the task with those in the job audit trail. However, this doesn't ensure
that the person who left notes on ...
While viewing the estimate or invoice, technicians can access the
materials linked to that specific service by clicking on "Actions" and
then selecting "Material." This will display a list of materials
associated with the service, allowing them to ad...
If you intend to mail statements that are folded and printed on regular
size paper (8.5x11), then the appropriate envelope size is 4.1/8 x
9.1/2. However, if you prefer to send them unfolded, you should use a
Manila envelope (9x12). Nonetheless, I ob...
You still retain the option to select which email address to send the
invoice to, provided that the customer (Bill to) has multiple email
addresses. It was never intended to email the location email unless
entered manually. If the customer has two or...
Regrettably, setting an alert for when a note is added to a job via the
mobile app isn't currently feasible. As a temporary solution, I suggest
either having technicians call or text the office to notify them of any
important notes added to the job, ...
