Ineligible Users for Jobs
Check all items below
Close Out a Call, Job, and Order
Can't Add Equipment
Tech or Sales Rep Getting an Error Working in a Job/Call/Order
Can't Add a Job to a Call
Can't Geo Locate Vendors When Clicking "Show Map" on Calendar
Can’t Get ThermoGRID to Pull up or Login
QuickBooks Not Syncing
Can't Delete an Order
How Do I Find History
Click "Clients", Click on the edit button "The Pencil", Click "View Calls" (you may need to clear your filters or search bar to see all calls for this client) From here you can scroll through the calls.
Click "My Calls", Search for existing call by client name or call number and click on the call number or “+Add New Call” if they are calling in. Then under “Client Details” it will show (Address, Units, History)... If you do not see this, then click the triangle so it is pointing down. Then Click "History".
This will show you the date of each call and #of jobs and Orders tied to it... If you want more info click on the call number and it will open all the info that is in it.
Items in the service catalog not showing up on an order when selecting "Add Item"
A few things can cause this:
1. The "access control" does not include the role of the individual. This is located at the bottom of an item when editing it in the service catalog or column ACL when exporting.
2. You duplicated an item when creating it and it has the same Item ID as another.
3. Can Add without parent is set to "N" no
Can't Find Call/Job/Order
Revenue not showing up on the DMR (Daily Management Report)
Common Challenges Below