Resolved! Payment
What do I do if a tech applied a payment to the wrong customer
What do I do if a tech applied a payment to the wrong customer
We are in the restoration industry and a requirement to get paid for insurance paid jobs is to keep track of progress as things dry out. That means that we need to stop by multiple ongoing jobs and grab reading from equipment and record in a form. To...
I have a tech that pulled a po on a closed job. Is there a permission setting to not allow this?
Loving you can see the summary for the job summary notes. Would love to be able to see the invoice notes for work / task preformed while onsite the same way.
With the newest update I am no longer able to look at my techs invoice summaries at a quick glance. I am referring to the location page "Jobs". On the previous version I could hover over and read invoice summary without opening that job. So I could r...
Not sure if this is the place to request this, but it would be great if either the project overview page was updated, it was possible to customize the layout, or generate a one-pager report.Ultimately what I'm looking to do is to have information tha...
I would like a report that details the time a call is booked and cancelled. Trying to maximize our tech schedule to reduce cancelled calls.
Hello All,I would love some guidance on how to accomplish the following. Technician goes onsite to perform scheduled work and or to determine work needed, he returns to the office with a request from the customer for an estimate for the work to be pe...
Does any one else feel its very time consuming when booking multiple sold estimates , that you have to go back and copy and paste the summery in each one and add it to the upcoming invoice summary. there are time we have 8-10 different estimates that...
Is there a way we could get the hour breakdown on the estimate? They transfer over to the invoice so I know the program is capable. The hours are also in each task, so can we just add another cost breakdown for hours, please? Frankie
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