User

Derek Torres

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Total activity 174
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Votes 3
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Activity overview

Latest activity by Derek Torres

  • Derek Torres created an article,

    Creating a Help Center User

    Creating a ServiceTrade Help Center User is important if you want to View Your ServiceTrade Support History. This is beneficial if you use our Help Center and request support often. We highly recom...

    • Derek Torres
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  • Derek Torres created an article,

    Getting Access to PartsLedger Help Center Articles

    All PartsLedger documentation is currently not automatically visible in our Help Center to every user. Follow the steps below to view these articles or request access to these articles.   Step 1: S...

    • Derek Torres
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  • Derek Torres created an article,

    Template Guide for QuickBooks Desktop

    Service Timecard allows you to create Templates for the exports of your timecards. These custom templates can be formatted to meet the import requirements of whatever accounting software you use. T...

    • Derek Torres
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  • Derek Torres created an article,

    About the Honeywell CLSS + ServiceTrade Integration

    Honeywell has built an integration with ServiceTrade and their Honeywell CLSS product. If you are interested in setting up a ServiceTrade + Honeywell CLSS Integration, please contact the Honeywell ...

    • Derek Torres
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  • Derek Torres created an article,

    Managing Subcontracted Jobs

    In ServiceTrade, you can manage and complete Jobs Subcontracted to you. We cover Subcontracting Jobs and inviting a Subcontractor to ServiceTrade in these articles. This article walks users through...

    • Derek Torres
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  • Derek Torres created an article,

    Definitions of Service Timecard Template Data Sources

    When Creating and Managing Service Timecard Templates you are asked to select which data source columns you would like to populate on your exports. This article provides field names, definitions, a...

    • Derek Torres
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  • Derek Torres created an article,

    How to Export Timecards

    This is a video walkthrough on how to export timecards in Service Timecard.

    • Derek Torres
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  • Derek Torres created an article,

    Using the Web App View

    The Mobile Web App View functions similarly to Mobile App, but can perform some additional features that can't be done on the Mobile App at this time. You must have an internet connection to access...

    • Derek Torres
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  • Derek Torres created an article,

    License Restructuring and Helpers (August 2, 2022)

    The video below provides an overview and context of the changes related to the License Management and Helper License release, including: What counts as a Paid License?  Understanding the differenc...

    • Derek Torres
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  • Derek Torres created an article,

    About ServiceTrade and Broadly

    ServiceTrade has a software integration with Broadly. When set up, every time an Appointment or Job is completed, a Broadly review link will be sent to the main contact's cell number, allowing the...

    • Derek Torres
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