It would be great if the Preferred Payment Method column on the
Membership Detail Report would allow "Is empty" or "Is not empty"
filtering to be able to display only memberships without a payment
method selected, without having to export to Excel. I...
I believe this should be 2 separate options. Just because a job is a no
charge doesn't mean its a non-opportunity as well (i.e. Estimate Jobs).
I know that if an estimate with a sub-total equal or greater than the
job's sold threshold is sold on a No...
Does anyone know if you're able to lock non-job event so that no one can
modify it, other than the person who created it? We have a daily
recurring event on the dispatch board that triggers a commission form
for the technicians to fill out. In order ...
Does anyone know if its possible to change the tables order on the
customer and location pages? I woud like to have the task table at the
very top to use instead of notes. If a note is not removed or updated
its hard to tell if its still current, but...
We are using the "Technician Performance" template, but if a job marked
No Charge/ Non-Opportunity with a sold estimate over the threshold is
included in the count of jobs converted but not in the count of
opportunity jobs, the conversion rate is not...
@Sheena_Palacios thank you for your reply. The issue I see with the job
only being added to closed opportunities is not getting an accurate
conversion rate. We use closing rates to rank out techs and can not use
this KPI if it shows a tech ran 5 oppo...
We already have dedicated job types for each recurring service event and
an automatic membership tag that is applied to every job. For auditing
purposes we manually mark recurring service jobs as membership jobs on
the edit page, but it would be nice...
That's something we can do for payments collected from the office, even
though is kind of annoying, but most credit card payments are taken by
the technicians in the field. The check number is another thing that I
believe should be present on the inv...