Q: When I resolve an Exception, I know the Exception is recorded in that section of the SignTraker app, so I can go back and look at how many times a particular agent has had problems, or what type of problems we seem to be having with a particular installer. Are the details of the… Continue reading When I Resolve an Order Exception, Where do the Details Go?
1,803 total views
Q: I may be your only customer doing this, but I invoice my customer thru Paypal (not QuickBooks) the same day when we discover a missing post and stake. Recently I started using the Exception function and have been clearing them, but if the agent pays my Paypal invoice, there is a chance his credit… Continue reading How Do I Use Exceptions to Bill for Lost Post Fees?
1,736 total views
Q: How does “Eligible for mileage surcharge” work? I noticed tonight that it isn’t working the way I expected. Here is my “Order Other Service” screen, where you can see there is no charge for delivery. I want to automatically charge for trips to properties we are re-visiting to add an additional service: A:… Continue reading How does “Eligible for mileage surcharge” for Services work?
1,786 total views
Do you find that your customers are unclear on your service terms, that their installation price included removal, their basic rental period, or other things? You can alleviate some of these questions by including some of these details as part of the information provided to the Agent when they are placing their order: To… Continue reading Customize Your New Order Message
1,724 total views
Q: Could you please take a look at my QuickBooks export if you have a moment? It is giving me an error message that I don’t quite understand. The error message says: “Error updating customers – batch failed with specifics: [{“AgentId”:100512, “AgentQboId”:”11705″, “FirstName”:”Kim”, “LastName”:”D”, “Operation”:”update”, “CustomerId”:”11705″, “Error”:”Validation Exception was thrown. Details:Stale Object Error :… Continue reading Error Message:”Stale Object Error:..Your work was not saved”
1,937 total views
