x Want to participate? Join the group to interact

  • What is the best way to add equipment charges to a work order in SSO/SM.

    We'd like to add equipment costs, such as heavy equipment, to a work order. The price and cost would be fixed with no additional markup, no tax. We want the techs to be able to add the charge from SSO. Trying to find a way to do it starting in SSO with…

  • Service management May be the worst decision I made this year. ?

    After switching to SM in January- I have been disappointed in the lack of online support. Aged, clunky, and 1980’s technology that seems to not be able to do much without paying some one to create a “custom report” each time I figure out I need data.…

  • My Service Management window always freezes whenever I preview a work order. Does this happen to anyone else? If so, does anyone know how to fix it?

    If I click the "close preview" button (rather than clicking the red X), it will then close the preview (as it should), but in-so-doing will also lock up my whole service management module. I have to force it closed through task manager in order to remove…

  • RE: Inventory parts and pricing.

    Thank you for your post Kathy Shane ! We currently do not import/update the pricing of parts in Service Management via third party software. Parts and pricing are updated directly within Service Management. If you're company uses both Service Management…

*Community Hub is the new name for Sage City