One of our service agreements has 44 locations, each location has 4
visits totaling 176 visits. I have only found two ways to book those
visits: from the Service Agreement dashboard or from the "visits" under
operations. Only one column can be filter...
Needs Up Votes, pleaseWe serve a community with a high number of
rentals, Airbnbs, VRBO etc where the owner lives off site or out of
town. We would like the office staff to send the invoice
acknowledgements to property owner for a esignature and when...
I may be missing something with Service Agreements, but I find the final
work product presented to the customer cumbersome, overwhelming and
difficult to read. Example: One of our customers has 7 locations with 3
pieces of equipment per location. Eac...
My company provides 2 years of seasonal tune-ups (at no charge) when
purchasing an HVAC unit. Is the best way to accomplish to design a
membership with a $0 cost? If no, what is the best way in ST to track &
schedule? Thank you in advance.
Is there a way to designate a lead technician on a job? We are creating
scheduled report of open jobs by technicians. Currently when there are
multiple technicians assigned we are not getting actionable data. Thank
you in advance
Nicole - had a meeting (virtual) with a member of the customer success
team. Very helpful. As of today's date, SA are in beta and are still
being developed. All of the concerns I had were well received and are
being taken to the developers to review ...
Krista -- I would appreciate that. I am new to the industry & have been
brought on to investigate, troubleshoot and resolve issues. Doing a fit
gap after implementation. I will take all the help I can get. What
information do you need from me?
Going to show my ignorance; what is a split? I am new to the industry &
ST. Organization hired me to help understand how to use ST and make
recommendations for improvements. Apparently, when they initially
implemented, minimal support from ST. Additi...