Our memberships all go to a liability general ledger account at the time
of sale or billing (for monthly) as directed by the sale/billing task.
When we are performing the service, there are two tasks that direct the
money into job income. We call the...
We use a two-hour arrival window and a set-time arrival for the first
calls of the day. Sometimes I even overlap the calls and schedule
something like 8am, 9am-11am, 10am-noon. That's if I'm pretty sure the
call will be short and they're located near...
As I was filtering and running a report this afternoon, I realized you
have to run the report before you can access the "Is One Of" drop down
list. If you try to do it before running the report, it shows no data.
I use the "Technician Jobs" report to run this kind of data. In the
"Edit Columns" button, there is a Job Class column that can be added. I
would then change the filter to "Is One Of", which will give you a
drop-down list from which you can select mu...