Hi all,New Lady Titan here. We are attempting to use the new'ish
Accounting Hub, but we're running into some issues. I'm seeing that
other people have had issues and am wondering if there is something I'm
missing or if it's a possible bug.Our Admin ...
hello ladies!First time positing in here. I'm hoping to get some help
with commercial memberships. We're an HVAC company, and I'm the office
manager. I'm hopeful there is an easier way to track memberships in the
system.For Residentials, we service t...
Customer Support told me that this wasn't a feature but it sure would be
a nice one to have!We would love to have the ability to auto assign
invoices to certain people by Business Unit. So that X person
automatically receives all the Residential Serv...
Hi all, I wanted to flag an issue that has come up in our office with
taking and editing notes. There are times in the Job history that we
need to edit notes but still want the original date of the note
reflected. There is an auto time/date stamp for...
Hi all, I'm looking for a digital form that the guys in the field can
fill out to request parts. Currently, they hand the Purchaser post-it
notes, text her photos, or call/email them to her. This leaves too much
room for error. I've tried Google Form...