Frequently Asked Questions

We’ve tried to answer the most common questions below, but if you have a specific question that isn’t answered then please Free Consultation.

01. Why is my availability not showing for my client?

There could be different resolutions to this; most often it is a set up issue between the client and subcontractor; and usually needs coverage area adjustment made on one end or both; so information matches on both sides.

02. Why am I not showing availability in this area for scheduling?

Couple of different reasons – tech does not have an open calendar or his day may already be full.

03. How does my technician see another technician’s to manage and schedule to?

Will need to be set up as a power-user giving them technician and staff access to see other technician information.

04. How do I set up my technician’s coverage area?

You can set them to cover a specific area or base their day off of mileage/zip coverage.

05. How do I get my serialized equipment to show installed on a job?

Add the equipment to your job; once the order is completed/closed the system will mark your equipment as installed with job information for the equipment showing on the serialized equipment search.

06. Can I set techs to give product & services to show how much they have on their trucks? Can we also do this with our serialized equipment?

Yes you can add/take equipment/consumables from the tech/truck/warehouse – once the information is on the order and the order is complete/closed it will pull the consumables/serialized equipment off the tech/truck/warehouse; leaving you a count of what they used/need.

07. Can I set up different locations for stores, multiple locations?

Yes, this is just a set up in the software.

08. Can/How do we set up what we are paying our technicians and billing our clients?

Add the amount each tech gets paid for the job/product & service; and when you run a pay report the amounts will show on the report to create; will give you the prices and totals for what you owe them for that pay period.

Most Common F.A.Q

We’ve tried to answer the most questions below, but if you have a specific question that isn’t answered then please Free Consultation.

09. Can we attach pictures or documents to our jobs/work orders?

Your technicians can upload pics/doucments while in the field and also capture the customers signature.

10. When entering a customer’s information how to I check to make sure we have availability before scheduling?

When you create a new order for a customer, just put the customers zip on the order and click the check availability under the zip – this will bring up an availability calendar.

11. How can I see who has logged into my system and when?

We keep a log of each person that logs into the software; who, when and ip address.

12. Can we credit card payments in the software?

If you have an internet merchant account the software will process your customer’s payments.

13. We receive our jobs in a .txt or .csv file do we have to manually put these orders into the system?

We have several uploads available to get your information into the system if you receive your information in a file format.

14. Can I change the way my work order/invoice looks that prints off or can I add additional paperwork?

We have an editor that customers can use to build customized paperwork that they need.

15. I’m running campaigns/specials can I keep track of how many sales/calls we get in for our campaniles?

We have a marketing/ad campaign tracking feature.