COMMUNITY-I-2492Idea Posted! I'm cleaning up for the end of the year and
realized there are no bulk admin functions for purchase orders! Of
course I can send a list to my CSM, but I'd like to be able to do it
myself. I'd also like some expanded funct...
I know a lot of companies have rules about how early before a shift you
can clock in, timeclocks that don't allow anything prior to 15 min
early, etc. I have a specific group of "technicians" that are notorious
for clocking in at 6am (or earlier) and...
This is probably not the quick fix answer you're hoping for, but I
highly recommend spending the time to set up Services within the
pricebook. Add the base service: Set up your names, codes, descriptions
etc for the system, or components you are sell...
Our sales team is set up as technicians. If they preset an estimate that
isn't marked as "sold" while at the table, a follow up is created on
that estimate. From mobile, they can edit these follow ups, edit the
estimate, create new options, resend to...