Does anyone have a workflow for keeping track of jobs, that are still in
progress but you are waiting on material that you had ordered? We do not
use the purchase order feature in ST. We have a number of jobs that
after the first appt, we need to ord...
Is there a way to send invoice reminders without having Marketing Pro?
We want to send reminders for unpaid invoices, and I called ST and they
said we must have marketing pro to do this. Does anyone have a way to do
this without marketing pro?
We have our phones integrated through Service titan. We noticed that
when we are calling a customer, there seems to be a pretty bad delay
with our conversation.We don’t think about it when someone calls, but
when we call someone
Not sure if this will help, but it's something that we just got done
dealing with. We were having trouble when exporting customer payments
into QB online; QB would mark the payment as a journal entry, and not a
payment. This would result in the custo...
Welcome! The company I work for is in PA too!I am currently enrolled in
the admin certification course. It's nice because you can work at your
own pace; so whenever I have downtime I spend some time on it.