Anyone have a great workflow for Counter Sales (ex. walk in customer
purchases filter), using a Counter Sale Invoice instead of creating a
job, then adding Service Task Code with Linked Material and able to
properly see Inventory adjustment?
Hi! I've previously done both roles, trained people for these positions
and now I get to work with clients who are ServiceTitan users.I'm a big
fan of the roles being separated. CSRs should be focused on booking the
jobs. DSRs focus on getting right ...
Hi there! I've seen this version work well...Create an Arrival Window
for say 0800-0830, then you can build out additional windows for either
the whole day, half day (think 0830-1200 and 1230-1600), or 2 hour
windows. Then if a First Job of the Day i...