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Adam Gurley

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Activity overview

Latest activity by Adam Gurley

  • Adam Gurley created an article,

    Creating a Custom Contacts Export from QuickBooks Desktop

    After exporting your Customer data from QuickBooks Desktop to be imported into ServiceTrade, you may notice that your export only contains a single row of Ship-To information for each customer. As...

    • Adam Gurley
    • 1 follower
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  • Adam Gurley created an article,

    Using ServiceTrade Timecard Tool

    Learn to use the Timecard Tool with this helpful walkthrough. Note: Timecard Tool is a legacy ServiceTrade product that is no longer receiving updates and is no longer supported. If you are having ...

    • Adam Gurley
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  • Adam Gurley created an article,

    Working with Your Accounting Data

    The video walkthrough below demonstrates the process for interacting with your accounting software from ServiceTrade.  

    • Adam Gurley
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  • Adam Gurley created an article,

    How to Contact and Receive Support

    Get help with and learn ServiceTrade using a variety of resources:  ServiceTrade Certifications Become a pro with ServiceTrade via our online certification courses. If you are new to Service...

    • Adam Gurley
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  • Adam Gurley created an article,

    QuickBooks Integration Demos

    In this article, we will walk you through what it looks like to use ServiceTrade with QuickBooks.   First, we look at QuickBooks Desktop:   Next, we look at QuickBooks Online:

    • Adam Gurley
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    • 2 followers
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  • Adam Gurley created an article,

    Service Portal Troubleshooting

      Important Note: ServiceTrade Support can provide general guidance, but will not provide setup or maintenance for your Service Portal. If you are interested in having ServiceTrade setup, handle on...

    • Adam Gurley
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  • Adam Gurley created an article,

    Amazon QuickSight Sample Visualizations

    To add a visualization to an existing analysis, you should: Choose the dataset that you want to visualize. Click on the 'Add' menu at the top of the QuickSight page and choose 'Add visual' Clic...

    • Adam Gurley
    • Updated
    • 1 follower
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  • Adam Gurley created an article,

    Amazon QuickSight Calculated Field Examples

    Access to the ServiceTrade Data Warehouse with Amazon QuickSight is available only to ServiceTrade Enterprise customers.  For more information about ServiceTrade Enterprise, contact sales@servic...

    • Adam Gurley
    • Updated
    • 3 followers
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    • 1 vote
  • Adam Gurley created an article,

    When the App is Slow or Unresponsive

    Make sure the phone has a good signal. If there is little to no signal in his/her area, you might see a loading slowness to any internet app. Try to load a website on the device. If the website lo...

    • Adam Gurley
    • Updated
    • 3 followers
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  • Adam Gurley created an article,

    Troubleshooting Netsuite

    Prerequisites Requires ServiceTrade Premium or Enterprise Subscription license. Contact Netsuite for other pricing. Troubleshooting The root cause of a failed customer sync is nearly always that...

    • Adam Gurley
    • Updated
    • 1 follower
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