User Activity

Does anyone here offer “full” service agreements? Agreements that cover both the planned visits and any additional repairs / services that crop up throughout the year? If so, the team is seeking to understand how you set up and manage these types of ...
In addition to the other improvements in the Spring 2024 Release, the team has published an updated default document template for Service AgreementsService Agreement - ST Default (Spring 2024)How to use the new document template: Navigate to Settings...
Based on your feedback, the team is adding the ability to itemize the exact list of required materials while creating the agreement. This will allow for the most accurate estimation of material costs possible, and will help to feed data to the purcha...
We are exploring different approaches to allow you to create templates for your commonly used visits. Our aim is to make the process of building out visit schedules more repeatable and efficient for your teams.Please review the self-guided prototype ...
Hi everyone - the issue where Task Summary was showing HTML tags in the generated documents has been resolved. (This was also an annoying one!) Thank you all for your continued engagement and feedback.