When looking at a job with multiple appointments, they are automatically sorted from oldest to newest. It would be a time saver if all appointments are sorted newest to oldest. We have customers that have years of appointments I have to scroll throug...
We are looking to clean up our job types list so that it's simpler to book jobs. Does anyone have examples of a simplified list of plumbing job types that they would be willing to share?
Good morning, I have been looking over the old conditional forms video no YouTube from 2022 and the forms tab is different today then it was in the YouTube video back then. Does anybody know where I can find information on the conditional forms today...
Hi Support, I hope this email finds you well. I’m encountering an APP_KEY error when calling an endpoint with a header. I have recorded a video that demonstrates the issue and would greatly appreciate it if you could take a look. Here’s the link to t...
I have customers who have specific forms that must be filled out during certain job types. I wish we could use the trigger feature to make sure these forms are filled out. Right now we are not able to use a trigger for a specific customer. This would...
I am curious as what is the best way to track the customers who only prefer the one time maintenance or tune-up option since there is no recurring service for that. There are some customers who do get them done every six months but only want to pay f...
We believe the schedule's functionality could be enhanced by introducing color-coding for paid invoices.Since we rely heavily on the schedule, it would be greatly beneficial if appointments automatically changed to a different color once the job is c...
Wondering if anyone has any ideas on job checklists for large projects. Looking for something that multiple techs can all access to see what all has been done/still needs to be done
Something strange has occurred this week when I wanted to edit an invoice that had not been batched out yet. The pencil icon is completely missing that is next to the task description. The other strange thing is there no longer is an option to add an...
After an install has been completed, I go back to file rebates for our customers. Part of that filing process is to add the model and serial numbers, along with the AHRI number to the invoice. I'm finding now that I cannot do that once the invoices h...
