sanapol
New Contributor
since ‎04-23-2023
‎10-31-2024

User Statistics

  • 4 Posts
  • 0 Solutions
  • 7 Kudos given
  • 3 Kudos received

User Activity

While it doesn't happen often, we recently received a request NOT to send a specific technician - I'd like to put a note in the customer record so they don't have to mention this every time, but I don't want the note visible to be technicians. We'll ...
What are your best practices for tracking Job Types with various different types of services performed on the same appointment? For example, a customer calls in and they have two separate issues; 1) Garbage Disposal Installation and 2) Toilet Repair....
Has anyone created PowerBI dashboards with an API Key? I'm not sure if this is possible so wanted to check here to see if its been done previously. The reporting and custom dashboards are great on the platform but I'd like to tie multiple tables toge...
Hi! New member here...Is there a way to see when a job was created? For example, if a call comes in today but requests to be scheduled for the end of the week, can I see "Date Created" TODAY, Start Date: END OF WEEK, End Date: COMPLETED DATE. When I ...