User Activity

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