When a tech captures a photo on a job or a form through the mobile app,
it also saves the photo on the iPad. This results in all the photos
hogging up the iPad storage. These photos do not need to be saved on the
tech's devices. They only need to be ...
Does anyone know how to do this? We create one estimate for the full
installation (labor, materials, equipment).We obtain approval and book
it as one jobWe order equipment on PO’s attached to the jobWe receive
PO’sCustomer isn’t ready for installatio...
As a business owner, I think it would be cool to get a text on my phone
telling me the total revenue for that day. For me personally, I would
have the text be sent every weekday at 6:45pm. I don't necessarily want
the whole revenue report sent. I jus...
Doe anyone have ideas about selling estimates on POS? For example, we
are primarily a service and install company, but we do have a number of
sub-dealers who buy doors over-the-counter from us. Typically they get
an estimate from us. Then, when their...
ST should have a way of making "opportunity estimates" without having to
link it to an appointment (date, arrival window...). For example if I am
bidding a commercial job off of a spec and blueprint that was emailed to
me. Im not actually going to th...
I don't like the solution, rebuild the estimate from the correct service
location. Seems like an easy fix. Just make the customer field and the
location field edit-able. I could do it on QuickBooks 15 years ago...
why cant ST do it?
Did you ever figure out how to do this? We do installations as well as
over-the-counter sales. ST will use dynamic pricing or Client specific
pricing when we are selling on the job. However, when a person walks in
off the street and wants to buy a pa...