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Resolved! Delete Option for Mistakes

There should be a delete option for when you create an estimate you can delete it.For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.Or if you start to create an estimate that is no longe...

Forms Trigger for Specific Questions

Hello,I was wondering if anyone else was curious about triggering alerts on forms for questions or items in the form if it is filled out. To better explain I have created a Happy Call form that my CSR fill out when we do happy calls to customers abou...

Zching by • New Contributor III
  • 3979 Views
  • 7 replies
  • 3 kudos

Notes on Mobile Side

Currently a mobile side user can enter notes and then select from a drop down the area they want the notes to go - Job, Customer or Location. However, Only 1 selection is allowed.Please make it available for mobile side users to choose all 3 or a com...

LL by • New Contributor II
  • 1514 Views
  • 1 replies
  • 1 kudos

Resolved! Job Ads

Looking for some fun and creative Job Ads. We all know that people coming out of the trades is minimal today. It's becoming harder and harder to find people. What ideas for being creative have worked for you? How do you attract people when there are ...

dgoodin by • New Contributor
  • 2379 Views
  • 3 replies
  • 0 kudos

Materials needed for a job

When a job is booked, we take the materials and put it on tech's shelf and then they go ahead and put it on there truck. How do other companies verify the material has then gone into the techs truck? Is there a tag you create?

dinapve by • New Contributor
  • 1592 Views
  • 1 replies
  • 2 kudos

Resolved! Form Trigger Techs Bypassing

We currently have triggers on most if not all our job types to make techs fill out before completing a job, however we are noticing that our techs can bypass this or the forms are not populating. I am also noticing that when they do get a form the mo...

Zching by • New Contributor III
  • 1598 Views
  • 1 replies
  • 1 kudos

Material & equipment charges in mobile

We are having a problem with techs being able to properly charge material to a job via the mobile ap. What’s happening starts with how we build service tasks. When we build these, we try to include the equipment and materials normally required to com...

michael21 by • Contributor III
  • 1424 Views
  • 0 replies
  • 0 kudos

Recalls / direct access to the original job

When I am batching a recall job, I am also confirming that dispatch opened the job properly and added the recall in the edit screen. I may also need to refer back to the original tech notes to see if this is really defined as a recall (Is this a tech...

babbott1 by • New Contributor
  • 2799 Views
  • 4 replies
  • 5 kudos

Unsold Estimates Follow up notes

Having a column for follow up notes that have been logged for an unsold estimate would be super helpful. Kind of like the follow up notes that recurring service events .

megant by • New Contributor
  • 1386 Views
  • 1 replies
  • 3 kudos

Tasks on jobs being doubled.

We have encountered what appears to be a bug in the mobile ap in that under certain circumstances, tasks are doubled and the total job amount shown on the tablet is wrong. This occurs when a job is created from one of multiple estimates. If the custo...

michael21 by • Contributor III
  • 1330 Views
  • 1 replies
  • 0 kudos
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