Does anyone know how I can run a service call completed report ?I want
to be able to look at the service calls weekly or monthly and see the
age of the equipment, as well as the membership status. Am I missing a
report that this is can be seen on?Tha...
Try this - In the reports, "customer by service". You can set the date
range to last year, set the business units to what you're trying to
find, and edit the columns.I think this will be what you're looking for.
On the estimate screen to the right, near the top should be what looks
like two sheets of paper. If you hover over it it will say "duplicate
estimate". Then it will ask "Duplicate estimate?".They duplicate
estimate can be changed using the pencil ico...