hey SM geniuses...

[WillS]

How do you un-complete an order in Service Monster? I should have asked this questions months ago, but got to busy to deal with it and just have to create a new order for the customer.

If the price changes on the order or a service was added, but the order has already been "completed" like you click the "complete" button. It then turns the area where you can add in items cleaned or to change prices grey and you can't.

Any help on this please.. would save me an extra 20 to 30 mins a week.

 

[WillS]

Example: See how the grey area under price and item can't be changed after you "complete" an order..

 

[Newman]

Change order type from Invoice to Work Order - Save

Make edits - Save

Change order type from Work Order to Invoice - Save

 

[WillS]

nice man! thank you! I never really looked at the Order Type box before. Thanks!

 

[jkowalski]

Invoices are locked-down because they typically get exported into an accounting software like QuickBooks or QuickBooks online. Because of that we don't allow any changes to an invoice that could modify the total. To adjust the price you have to consciously convert it to a work order then make the change and convert it back, as mentioned above.

 

[JS41035]

I talked to 3 seperate people at MF who said they were gonna sign up with SM based on Meg's presentation.

 

[samson99]

I talked to 3 seperate people at MF who said they were gonna sign up with SM based on Meg's presentation.

Is that a presentation here on the board, if so link please? thanks

 

[PrimaDonna]

I talked to 3 seperate people at MF who said they were gonna sign up with SM based on Meg's presentation.

Wow! That's awesome. I'm really happy I made an impact.

 

[jkowalski]

BOOM!!! Rockstar

 

[jkowalski]

Hey Meg,

What do you think about SM6?

(PS. I've been working on dashboards all week. Look for that next week. Auto play carousel view built.)

 

[PrimaDonna]

I don't even have the words to describe how I feel about SM 6.

I already love SM the way it is. It's going to be stellar!!!

 

[jkowalski]

Totally!

 

[Mikey P]

Is that a presentation here on the board, if so link please? thanks

Fred is still hording that one...

 

[FredC]

Fred is still hording that one...

I put the important one up first.............

I'll work on Meg's tomorrow.....probably one a day til all presentations are up

 

[Mikey P]

You should be wearing Hickmans cheatah suit and a big floppy hat

 

[Mikey P]

I talked to 3 seperate people at MF who said they were gonna sign up with SM based on Meg's presentation.

Never got my dough or the nuts..

 

[PrimaDonna]

Never got my dough or the nuts..

Address?....I had a check in my wallet for you. I'll mail it out.

 

[FredC]

Is that a presentation here on the board, if so link please? thanks

 

[smastio]

Incorrect URL at the end... http://www.servicemonster.net
not www.service-monster.net

I believe....

 

[jkowalski]

True!

www.servicemonster.net

 

[PrimaDonna]

Sorry. My bad.

 

[Barry-QDCC]

When is 6.0 coming out?

 

[PrimaDonna]

When is 6.0 coming out?

September

 

[jkowalski]

Release scheduled for The Experience. Sept 7