Found a weird data set that makes no sense. We rely heavily on Zones as
we serve a very large area. Technicians cross over regularly. Reporting
is centralized to three markets and so I appreciate the ability in a
technician profile to differentiate a...
Not sure if this is helpful or not. But if this is for recurring
services, you can go into reports, the one I think you are looking for
is Location Recurring Service Detail Report. This will show you how many
visits are remaining and all the membersh...
We are working on this as well. I did a tour earlier this year of a few
select companies. In one company I saw they used a tag "Completed" and
removed any of the other tags off the call once it was done so their
completed board looked less colorful a...
@ssadeghi had a great conversation with Tom Howard today who recommended
I join up in one of these groups. Would love to hear about everyones
experience, if possible join a group with other Canadians. Thank you