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J9Scott
New Contributor II
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05-17-2023
11-13-2024
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Re: Technician Business Unit
03-20-2024
Hi, In our system we can go to the Settings, People, Technicians - then click on the tech, over to the right under Role - the next box is Business Unit (under the Profile part of Edit Technician). I hope this will help.
Re: 5 star reviews for technicians
07-27-2023
You can go to Marketing, then reviews on the left and then be able to download them.
Re: Is there a report we can run by tag? For example, if I have tagged locations with a certain kind
06-29-2023
Thank you this worked great! I was able to pull by callback tag and then export to excel.
Re: Cancellation Report
06-13-2023
We go to the Search page, Search by Job, and under Job Status enter Canceled, and under Job Appointment Status enter Canceled.
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