Adam Gurley
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Activity overview
Latest activity by Adam Gurley-
Adam Gurley created an article,
Configuring your Firewall for use with ServiceTrade
This article describes recommendations for whitelisting ServiceTrade sites for use behind a firewall. Whitelisting ServiceTrade URLs The following is a list of ServiceTrade sites that will need to ...
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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.
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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,
Parts Management-Related Reporting
This article contains a video walkthrough on how ServiceTrade makes managing your parts management easier.
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Adam Gurley created an article,
Managing Pricing Policies in PartsLedger
Pricing policies allow for items that are purchased from suppliers to be organized by the pricing that is set by suppliers. These policies include any discounted price periods, markups, or better ...
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Adam Gurley created an article,
Drop Shipping with PartsLedger
When creating a PO, you might use an address that is not associated with any of the facilities that you have imported into your PartsLedger account. In order for you to use this address, disable th...
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Adam Gurley created an article,
Adding, Editing, and Selecting Drop Shipping Addresses
Once the settings for using drop-ship address have be disabled, you are now able to add any new address that you would like to use on your PO. How to Add, Edit, and Select Addresses Log into le...
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Adam Gurley created an article,
Using Bulk Messaging in Servicetrade
Running a successful business requires keeping in contact with all of your customers throughout the entirety of the job process. ServiceTrade makes this easy by allowing you to send a variety of me...
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Adam Gurley created an article,
Viewing Your ServiceTrade Support History
With the help of the ServiceTrade support site, users are able to track support requests for themselves and for their organization. Before you begin, you will need to register your user on our sup...