Derek Torres
Activity overview
Latest activity by Derek Torres
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Clock-Out Incomplete Reason Workflow Account Setting (September 13th, 2023)
Today's release sees the following additions to the ServiceTrade Web App: A new Incomplete Appointment Clock-out Workflow Account Setting, that allows you to enable or disable this Mobile App Feat...
- Derek Torres
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- 1 follower
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Creating Generic Items for Project Budgeting Purposes
In some cases, such as creating High-Level Budgets from an external quote in Project Management, you may need generic items in your account's item library in order to build out your budget properly...
- Derek Torres
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ServiceTrade API
The ServiceTrade API is a RESTful web service that allows interaction with ServiceTrade's system. Information about the API is not contained in the Help Center. If you want more documentation, plea...
- Derek Torres
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NorthBoundary Support
NorthBoundary is a ServiceTrade Product that can help create Proposals, manage your sales funnel, win, and retain top customers. If you would like to learn more about NorthBoundary click here. Nort...
- Derek Torres
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- 2 followers
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Accessing My ServiceTrade Demo (Training) Account
ServiceTrade provides all customers with both a Production Account and a Demo Account. The Production Account is where you perform your day-to-day work for your customers and should only be used f...
- Derek Torres
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InspectionManager Connector Settings
Important Note: ServiceForms is now ServiceTrade InspectionManager. InspectionManager retains all of the inspection automation benefits of its predecessor but with some important additions. To read...
- Derek Torres
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- 1 follower
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Project Management FAQs
This article is for frequently asked questions related to our Project Management feature. Can I subcontract work on a Project? No, not at this time. Does Project Management support Progress Billing...
- Derek Torres
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- 1 follower
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Project Management and Tables on Quotes and Jobs (July 19th, 2023)
Today's release sees the following additions to the ServiceTrade Web App: ServiceTrade's Project Management Suite of Tools is now available to all Premium and Enterprise Subscription Level Custome...
- Derek Torres
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- 1 follower
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Project Management Video Training
The video in this article will walk you through ServiceTrade's Project Management feature. Prerequisites Premium or Enterprise Subscription Account Admin Role or a Role with Project Management act...
- Derek Torres
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- 2 followers
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Bulk Send Invoice and Quotes to Custom Contact Types (July, 6th 2023)
Today's release sees the following additions to the ServiceTrade Web App: Bulk Send Invoices to Custom and multiple Contact Types. Bulk Send Quotes to Custom and multiple Contact Types. Using the...
- Derek Torres
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- 1 follower
- 0 comments
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