Derek Torres
Activity overview
Latest activity by Derek Torres
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Derek Torres created an article,
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...
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Derek Torres created an article,
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...
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Derek Torres created an article,
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...
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Derek Torres created an article,
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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Derek Torres created an article,
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...
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Derek Torres created an article,
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...
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Derek Torres created an article,
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...
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Derek Torres created an article,
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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Derek Torres created an article,
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...
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Derek Torres created an article,
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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