Purchasing and Inventory
DispatchPro - Technician assigned to incorrect branch
In multibranch tenants, instances may occur where a technician is assigned to a job in the wrong branch. When this occurs, the technician needs to be assigned to the specific zone for that branch. For more information see: DispatchPro - Setting Up ...
Creating and Sending a Purchase Order
A Purchase Order can be created from the Job Invoice page or from the Inventory page. From the job’s invoice select the Add a Purchase Order button. Creating a Purchase Order from a job invoice will automatically populate the Job Number, technician ...
ACP - Warranty and Callback process
We've created a process to make handling callback and warranty jobs smoother. Here's how it works: Callback/Warranty calls are booked for same-day arrival window. Branch team receives alert about booked job and contacts customer to understand the ...