I cannot add a technician using our standard procedure because another
company already has a technician with his name and all acceptable
variations of his username have been taken. I now have to make up
another format for when our traditional format ...
We are waiting on this feature to start using Service Agreements in our
live account. Really looking forward to actually getting our agreements
switched over. Will this customer pricing feature allow us to manually
set the price of each visit along w...
As far as I know, you are not missing anything. I've been asking for a
resolution to this for years. We don't like to add an additional
technician because then the history gets confusing and we don't have
accurate tracking for technician revenue (whi...
Thanks for starting the thread. I really like your suggestions. Our
process is pretty unique. Our proposal is a large multi-page template
with information about maintenance, our capabilities as a company, a
full task list broken down by month and typ...