dhelms
Contributor
since ‎03-21-2023
‎11-07-2024

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  • 54 Posts
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User Activity

No idea if this is going to work since Groups were "decommissioned" yesterday (which is a terrible idea):@esmith Given the ST-70 changes and listing Materials in the visit estimates, we need the ability to edit the prices on the Pricebook materials o...
Posting in the lounge just to say hi! Hope everyone is staying busy and safe!
Good afternoon,Are there any plans to work on these features?Upload documents to a Service Agreement: I would like to attach a number of PDFs to some agreements, such as the signed copy of the contract.If a job is completed outside of the Service Agr...
On some of our commercial service contracts, the customer provides us with a PO# to be used on every invoice through the contract term. It is the same PO# for the year. What is the best way to make sure these PO numbers populate automatically on the ...
Right now we can only use {{Tenant.BusinessName}} which does not help us. Can we get some BU-specific merge tags please?