Hello all!! I've been utilizing this community for a while but rarely
engage, I've had a ton of help from you all so just wanted to say hi and
thank you!
Is there a report, or how can I make a report that has invoices with
missing tasks/services. We're having a huge problem with it and I'm
trying to make it easier to find those missing tasks/service jobs.
Thanks!
We do that as well, but in the case of these jobs, we don't know if it's
a warranty or chargeable until we go out there and put eyes on it, so we
have the technician put the tasks in. But auto-populating them on other
jobs has been a live saver!
Services you find in the pricebook that go in the invoice. We have our
dispatchers look at them for closeouts, but sometimes they miss them. I
created a report for invoices that are empty & identified how to find
them though.