Adam Gurley
- Total activity 544
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 295
Activity overview
Latest activity by Adam Gurley-
Adam Gurley created an article,
2021
May 5, 2021 Invoice items can be associated with services View status when adding existing services to a Job Job items support external ids Quote API retur...
-
Adam Gurley created an article,
ServiceTrade Certifications Overview
The ServiceTrade certification courses are powerful tools that will assist you and your employees in becoming experts in the use of ServiceTrade's software. These courses are rich, in-depth materia...
-
Adam Gurley created an article,
What is an Integration?
This article will provide you with an overview of the various ways in which ServiceTrade can work with your accounting system. Our solutions fall into one of two buckets, Connectors and Integration...
-
Adam Gurley created an article,
Syncing Sage 300 CRE AR Invoice Payments with ServiceTrade Invoice Payment Details
Prerequisites Pixis Manager Console App for Sage 300 CRE Export AR Invoice Payment Sync Walkthrough Video Walkthrough In Accounts Receivable Select Tasks > Enter Cash Receipts. Select the entry...
-
Adam Gurley created an article,
Syncing Sage 300 CRE Customers with ServiceTrade Companies
Prerequisites Pixis Manager Console App for Sage 300 CRE Export Customers Sync Walkthrough Video Walkthrough 1. Go to Accounts Receivable > Setup > Customer. 2. Enter the following information: ...
-
Adam Gurley created an article,
Accessing Asset-Specific Fillable Fields in ServiceTrade
In the article for making blank paperwork repeat dynamically, we discuss using asset-specific fillable form fields. Each asset type within ServiceTrade has its own custom field information. This ar...
-
Adam Gurley created an article,
Field Invoicing from the Mobile App (iOS/Android 3.2)
What’s Included This release gives techs the ability to generate and send invoices in the field from the ServiceTrade Mobile App without requiring that they use tablet mode. How You Benefit Exp...
-
Adam Gurley created an article,
Creating and Managing Service Timecard Templates
The following article will walk you through the process of creating custom export templates for your Service Timecard 1. Log in to timecard.servicetrade.com 2. Click Settings in the sidebar. ...
-
Adam Gurley created an article,
Searching Jobs by Items, Clock Events, or Appointments
ServiceTrade provides users with powerful access to their data by allowing Jobs to be searched using a variety of criteria. To access these additional searches, click the "Jobs" button within the ...
-
Adam Gurley created an article,
Payroll Terms for Time Entry Columns
You can use the Customize Time Entry Views window to set up time entry views that can include the columns shown in the following table. A time entry view is used when entering earnings during Enter...