Search results by user ID 6033

Re: Using the Project Setting in Work Orders

jkculv — Thu, 03 Jul 2014 21:13:38 GMT

Thank you! I was trying to find a video and searched the help, too. but couldn't find it. That answered my question. Thanks!

Using the Project Setting in Work Orders

jkculv — Thu, 03 Jul 2014 17:27:04 GMT

Hello, I am not sure if I am using the projects setting correctly. I have an estimate with several line items in it. In the estimate I clicked create a work order and it did with all the line items. But when I changed it to a recurring service and marked Project. It created occurences with no line items. Shouldn't I be able to choose the line items from the estimate, or have them all populated in the occurence to delete the ones not performed on that occurence? I seem to only be able to add any item from my QB item list. I realize these are what was used in the estimate, but the estimate has more specifice descriptions, and also I can't always remember what items were on the estimate because I am just doing the data entry not the work.

I am working retroactively, but do you have the same problem when you are trying to schedule an occurence and assign the work for the day? Do you have to keep referring back to the estimate to make sure you aren't missing something.

I am just trying to add the times to the right items on the estimate for job costing each item.

Any suggestions or ideas would be appreciated.

Thanks

Updating Times in Work Orders Not working for End times

jkculv — Thu, 03 Jul 2014 17:12:42 GMT

On the Time In/Time Out Tab of a work order. If you need to change the start or end time on a time that has already been entered, it only works to change the start time. If you change the end time you receive the following error and it doesn't calculate the new change in total time.

Action Sequence:1

Unable to locate value from row for column TimeTrackingStartTime

Please contact the app developer.