Derek Torres
Activity overview
Latest activity by Derek Torres
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Derek Torres created an article,
New Look Service Link (Coming April 5th and 26th)
The upcoming updates to Service Link will change how the Service Link is organized. Allowing for an easier-to-manage and more detailed Service Link experience for your customers. It will also give ...
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Derek Torres created an article,
Enabling and Managing Projects
Project Management is now available in beta for Premium and Enterprise customers. Upcoming releases related to Project Management include advanced billing features. If you want early access to budg...
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Derek Torres created an article,
Using The Project Performance Page (View WIP)
The Performance Page This Project feature is only available to Premium and Enterprise Subscription Customers in our Project Management Early Adopter Program. The Peformance Page allows you to get a...
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Derek Torres created an article,
Using the Journey Dashboard
Welcome! The Journey Dashboard is the tool you will use as you onboard with the ServiceTrade during your Service Delivery Window. The Journey Dashboard allows you to easily track your onboarding's ...
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Derek Torres created an article,
Third-Party Contracts, Child Contracts, and Asset Comments (January 25, 2023)
This release sees some minor changes to contract and asset features in ServiceTrade. Setting Up a Third-Party Contract With this release, you can create contracts that can be used for third-party c...
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Derek Torres created an article,
ServiceForms Dispatch Data Mapping and Destination Rule Methods
Dispatch Data Mappings A dispatch rule can optionally define how data is prefilled into the dispatched form’s fields. By default, the following data will be prefilled. Below is a list of ServiceTr...
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Derek Torres created an article,
Updated Job Page and Job Name Field (March 1, 2023)
With this release, elements at the top of the job page are reorganized and a new Job Name is added that will make it faster and easier to identify a job at a glance. These changes can be seen by us...
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Derek Torres created an article,
Managing Your ServiceTrade Account Settings
As an Account Admin you can edit your Account Settings in ServiceTrade. This article will walk you through how to manage your ServiceTrade Account Settings. To navigate to your Account Settings: C...
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Derek Torres created an article,
Project Management Release Notes (March, 1 2023)
The latest release from ServiceTrade Web App sees major changes to Jobs that enables you to indicate whether a job is a regular Job (Work Order) or a Project. We call this the Job Mode. Depending o...
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Derek Torres created an article,
Creating an Managing Warehouses in ServiceTrade
Warehouses in ServiceTrade are used to source your Job's Items to the physical warehouses that you pull stock from. Important Note: Warehouses in ServiceTrade DO NOT track your inventory and are on...
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