What is everyone's favorite feature from the spring release? (ST-69)Mine
so far is the expectant "touchless integration" with QBO to allow
smoother exporting, and to almost eliminate batching and posting!
We often send quote requests to our vendors for material, to see which
ones provide the best price. Does anyone do this through ST? We just
recently started purchasing through ST and wonder if anyone does this
through ST. Thanks
Does anyone have a best practice for adding items to a PO that you dont
have loaded in your pricebook? Maybe there is a simple way to do this, I
am just not sure of it. Thanks!!
Occasionally, we want to add information about a job that we would
rather our tech not see. Does anyone have any ideas on this, or how to
go about this?
Hello!We have our QBO account integrated with ST. We did this during our
onboarding. It was fairly simple; our onboarding team helped with this.
I would contact your CSM to help you with that. One tip I would have is
making sure your BU match in ST a...
I agree with @MirandaMel We have a few of our lead techs with iPads, but
our helper techs just use the mobile app on there phone. Non-managed
tech license are free and they can do a lot of basic functions on the
mobile app.
We are an electrical company and I feel this as well! We have spent a
lot of time, and continue to spend a lot of time building/ maintaining
ours- as our vendors are local and dont integrate with ST. Here is our
process:1. We purchase the material us...
One tip that I have is to take advantage of all the resources ST has to
offer! These have helped me meet people, and learn a lot more of what ST
has to offer, and how it can better grow our company. (Ignite, Ember,
Spark groups, ST Admin course, webi...