Is there a customer export that provided first and last names
separately, instead of just name? I know how to do text to columns but
it's a nightmare with over 20k records.
I am told by support that there is no way to run a report and see all
customers who have a saved payment method on file.Has anyone ever found
a way to find those customers? We are going to be updating on payment
terms and need to have new authorizati...
How can I build a report to show outbound calls booked? The only thing I
have come up with is to have the agents tag those jobs as OB booked. Any
suggestions before I implement this?
I want to run a report that will tell me my technician's average daily
revenue for a given date range. For example - if yesterday, a tech had
$3000.00 in revenue, and the same tech had $1000.00 in revenue today, I
want to be able to run a report that...
I am trying to create a new hire binder and would like to be able to
export ~all the things~ we add in ST like tags or campaigns, etc. I
cannot figure out how to do so. Is there a report for it? If so, I
haven't found it. (It doesn't need to have def...
Is there a report or way to see a list of accounts/customers that have a
credit and the amount? I am trying to do a double check to make sure all
payments are applied correctly and not forgotten in limbo.
This is a Demo of how I'm using Project Labels to organize and clean up
the materials coming to form our estimates. This feature is promising
and there are still issues and opportunities for improvements.
Is there a report available that provides the following:Service "Call
Code" used by technician, The quantity of that Call Code. Over a Time
PeriodSo, that you can see which "Call Codes" are the most common used.
Then once you have that they can be so...
It would be nice to know where in ST each CSR was during each hour. Like
this CSR was in 5 customer accounts during this hour or was creating a
report, or in unsold estimates, or follow up tab, or in dashboard, or on
10 outbound calls so you can see ...
When I run the job completed detail report, instead of labor or payroll
populating in the labor column, services and discounts are being
populated in that column. Our CSM said he submitted a bug fix, but it
has not been fixed yet. I'm told it's becau...
