Derek Torres
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Activity overview
Latest activity by Derek Torres-
Derek Torres created an article,
Group by Service Visibility on Quotes, Invoices, and Work Acknowledgements (June 22, 2022)
The new Web App features included in this June 22, 2022 release are as follows: Group by Service detail visibility on Quotes and Invoices Group by Service detail visibility on Work Acknowledgments...
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Derek Torres created an article,
Bulk Importing Invoice Payments
This is a reference for bulk importing invoice updates into ServiceTrade. Before you get started on completing our location import template, you may wish to: Familiarize yourself with the concept ...
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Derek Torres created an article,
How to Enable and Use Nearby Jobs
Nearby Jobs is an optional feature in the Mobile App that empowers techs to view and take action on Jobs that are near their current location, regardless if they are on the scheduled appointment. T...
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Derek Torres created an article,
Attachments and Comments Service Granularity (iOS/Android 4.0)
What’s Included? The release of the ServiceTrade Mobile App 4.0 for iOS and Android gives techs the ability to create, edit, and view attachments and comments with service granular associations. Th...
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Derek Torres created an article,
Sage 300 CRE Error Message When Importing Invoices - "Distribution Amounts Do Not Sum Up To Total Invoice Amounts"
If you receive the error message "Distribution amounts do not sum up to total invoice amounts" from Sage 300 CRE printouts, the total amounts on the distribution (ARD) records do not match the amou...
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Derek Torres created an article,
Enabling and Creating Budgets from a Job
Budget Management is now available in beta for Premium and Enterprise customers. Budget Management is the first release in our larger Project Management suite in 2022. Upcoming releases related to ...
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Derek Torres created an article,
Creating a Budget from a Quote
Budget Management is now available in beta for Premium and Enterprise customers. Budget Management is the first release in our larger Project Management suite in 2022. Upcoming releases related to ...
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Derek Torres created an article,
Managing Budgets on a Job
Budget Management is now available in beta for Premium and Enterprise customers. Budget Management is the first release in our larger Project Management suite in 2022. Upcoming releases related to ...
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Derek Torres created an article,
How to Access Budget Management
Budget Management is now available in beta for Premium and Enterprise customers. Budget Management is the first release in our larger Project Management suite in 2022. Upcoming releases related to ...
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Derek Torres created an article,
Understanding geocodeQuality
What is geocodeQuality? Geocoding is the process of converting addresses (like a street address) into geographic coordinates (latitude and longitude), which can be used to place markers on a map, o...