Derek Torres
- Total activity 113
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 3
- Subscriptions 41
Articles
Recent activity by Derek Torres-
Understanding Activities, Roles, and User Types
In ServiceTrade there are three different terms commonly used when discussing roles and activities (permissions.) This article will define and explain the relationship between an Activity, Role, an...
-
Setting up Service Timecard
This article will walk you through the Settings Menu in Service Timecard and how to utilize the Settings to customize Service Timecard to your company's needs. Before editing your Settings, please ...
-
Service Timecard Technician Time Entry (Video, Part 2)
This video walks service Helpers and Technicians through using Service Timecard. Helpers will have limited access. They cannot enter Labor Items, Expense Codes, or use inline editing. However, an a...
-
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...
-
What is Visible to Techs and Helpers on the Mobile App
This article walks you through what a Technician and a Helper can view on the Mobile App and Tablet View. The view activities below will be based on the default Account Tech and Account Tech Hel...
-
How to Verify Your User List's License Subscription Total
With the recent updates to how Users are managed in ServiceTrade, you will need to verify your User list to ensure that your Users’ Types, Roles, and Activities are correct so that you only pay for...
-
What is a Helper License?
This article will define the Helper License, in your ServiceTrade Contract. It will also take an in-depth look at the functionality of the "Helper" User Type and "Account Tech Helper" Role in Servi...
-
Creating and Managing Service Timecard Templates
With Service Timecard you can create custom template exports. This allows you to create exports that will fit the requirements of your accounting system imports. The following article will walk you...
-
Using Multiple Office Search in Lists
ServiceTrade supports searching any of our list pages using multiple offices in your search. Current pages that support this functionality: Jobs (Location and Job Office) Quotes (Location and Quot...
-
Service Timecard Sharing Data with Other Systems (Video, Part 4)
This video walks admins and managers through the process of sharing data with other systems while using Service Timecard. It is Part 4 of 4 in a series of videos that will walk your company through...