Search results by user ID 6993

Re: Problem with Recurring Date Gen.

Hubbards Landscape LLC — Thu, 25 Feb 2016 15:27:21 GMT

Bump.... :)

Re: Job Packages

Hubbards Landscape LLC — Thu, 25 Feb 2016 15:26:10 GMT

You are pretty spot on but I don't want to waste your time so I'll take a little extra of mine to make sure I am explaing it correctly.

We provide a Lawn Care Service. Our Lawn Care Service Consists of 6 visit one every 6-8 weeks

Each "step" or visit has a different service that is provided each visit but they are the same 6 services for each client/customer.

I would like to be able to click a button and insert the different services into the job name, so that when we print the work orders or look them up we know exactly what we need to do and what "service type" or "job name" has been done and what is upcoming without extrenal record keeping.

Adding the recurring dates in would be icing on the cake.

Hopefully I have made it super clear just so you don't waste your time. Please feel free to ask any questions.

I appreciate your time!

P.S. I'm super exicited about the new method. I have looked at over 20 diffeent CRM's for our business and your is by far the best on the market today!

Re: Job Packages

Hubbards Landscape LLC — Wed, 24 Feb 2016 17:17:42 GMT

I did and it doesn't copy the old job names.

It also creates a break in our workflow to have to copy an old work order for a new customer,aswe move from oppurtunity to agreement to close work order and production of the work ordered services.

I'm getting close to a pretty seamless work flow with a few redundancies built in so the things we missed in the past don't.

What might work is possibly adding a button that can populate in the 6 different job names into the date generator or?

Thanks!

Re: Problem with Recurring Date Gen.

Hubbards Landscape LLC — Wed, 24 Feb 2016 17:12:12 GMT

Thanks for the suggestion. I am able to insert manully.

It would be great to get the "Apr-04-2016" to insert on it's own,

it kind of defeats the pupose of a date automatic date generator if I have to insert the dats manually.

but it will work until we can figure it out. Thanks!

Job Packages

Hubbards Landscape LLC — Mon, 22 Feb 2016 21:05:37 GMT

I was wondering if someone could guide me through the custimization process of creating job packages.

I think a button that could insert the different job names would work but I am new to this.

I am attempting to quickly schedule a fertilzation package with the same date range, and same job names for a six "step" lawn program.

TIA!

Problem with Recurring Date Gen.

Hubbards Landscape LLC — Mon, 22 Feb 2016 20:20:51 GMT

I am having an issue with the recurring date generator. When March is set every 14 days, April is set to every 7 days for some reason it does not generate the first 7 days in April? Am I missing something? our busy season is just around the corner, I am trying to fix this ASAP. I'm kind of running out of time. Thanks in Advance.