Adam Gurley
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Latest activity by Adam Gurley
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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...
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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...
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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...
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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...
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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...
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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. Click the included link for information reg...
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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.
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Adam Gurley created an article,
Service Portal - User Guide for Admins
The video guide below is for office users who will administer customer access to the Service Portal. If you are looking for the portal setup guide, please review the installation guide.
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Adam Gurley created an article,
Additional Support Services
Outside of the Help Center, documentation, in-app tips, in-app chat, and technical support via email or phone, ServiceTrade Support offers a range of billable-by-the-hour services. Utilize our tea...
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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...
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