• Service Management Rate Tables for Variable Rates

    Is there a way to setup rate tables to add one rate for service techs and one rate for helpers? Our service techs charge $90/hour but the helpers can only be charged out at $60/hour. We are having to manually change the rate during work order/invoice…
  • SM WO Notes - "Customer Viewable" Checkbox

    FormerMember
    FormerMember
    Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?
  • Can SM auto generate a WO agreement to be Time and Material?

    Does anyone know if i can set up an Agreement, but let it charge Time and Material? i have an account that they want us to come and do service certain months but bill them time and material. Any suggestions?
  • Making the Phase field in AR Invoice Distributions functioning

    I am trying to figure out how to make the Phase field in AR for Invoice Distributions functioning since clearly when setup originally that was not completed. I understand that this has to be done in GL > File > Company Settings > Custom Descriptions…