“when I talked to sm support they said I would be better off using qb.”
There are definitely situations where the business process between QuickBooks and
ServiceMonster gets complicated. I’m not entirely sure this is one of them. But I need more info. You can schedule an Apt with me if you like. Let’s talk about it. We know we are working on
ServiceMonster 5 right!!!
Oh, and:
ServiceMonster support is
ServiceMonster. We don’t outsource. Just to be clear…
“say I have an account called cryeleike.. and I need that name stay in there. But have many different service address with the same account name. It always combines them.”
Invoices can be customized. We may be able to display the information you are looking for if the defaults aren’t what you want. But this is fairly common. Perhaps it’s how you are tracking your data, I don’t know (and wouldn’t discuss your data here anyway).
“And I can't open up a customer and see all there invoices with different addresses. “
Go to the site record. The data you are looking for is there. We have reports for this as well, depending on what you are looking for.
RE: Kevin ServiceMonster Training Night.
We have done a few green room sessions. But I think that a specific Q&A for
ServiceMonster users is a great idea. Get on that Mike!
