User

Adam Graetz

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Activity overview

Latest activity by Adam Graetz

  • Adam Graetz created an article,

    Configuring Your Email Settings for ServiceTrade Email Notifications

    This article provides recommendations for checking spam/junk email folders and allowlisting ServiceTrade and our related products' email domains so that you can ensure that you and your customers a...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Adam Graetz created an article,

    Creating and Managing Change Orders

    Change Orders are now available in beta for Premium and Enterprise customers. Budget Management and Change Orders are the first releases in our larger Project Management suite in 2022-2023. Upcomin...

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

    ServiceForms Standard Form Kits - Introduction and FAQs

    What are Standard Form Kits?  ServiceForms Standard Form Kits are an alternative to custom-built forms for ServiceForms customers. These forms are designed to provide value to customers who want an...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
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  • Adam Graetz created an article,

    About the TomTom + ServiceTrade Integration

    TomTom has built an integration with ServiceTrade and their GPS WebFLEET navigation products. If you are interested in setting up a ServiceTrade + TomTom Integration, please contact the TomTom Su...

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

    Recent Changes for Record IDs - Important Information for ServiceTrade Customers

    This article details the ways in which ServiceTrade Record IDs have recently changed. The way Record IDs in ServiceTrade are generated has changed.  As a result of this change, Record IDs will chan...

    • Adam Graetz
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes
  • Adam Graetz created an article,

    Best Practices for Implementing Field Invoicing from the ServiceTrade Mobile App

    Empowering your Technicians to send Invoices from the field via the ServiceTrade mobile app improves your collection time for cash-on-delivery customers. This article will walk you through best pra...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
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  • Adam Graetz 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 different criteria, including Items, Clock Events, and Appointments.   Using Addit...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
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  • Adam Graetz created an article,

    Overview of Service Granularity

      Service granular association provides ServiceTrade users a more effective and efficient way to associate important information such as Attachments, Comments, and other details to a specific Servi...

    • Adam Graetz
    • Updated
    • 2 followers
    • 0 comments
    • 0 votes
  • Adam Graetz created an article,

    Creating Jobs from a Location

    ServiceTrade provides several methods for creating Jobs. Jobs can be created from Quotes, from the Dispatch Board, the Scheduler view, or from the Location page itself. This article will walk users...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes
  • Adam Graetz created an article,

    Configuring your Firewall for use with ServiceTrade

    This article describes recommendations for allowlisting ServiceTrade sites for use behind a firewall. Allowlisting ServiceTrade URLs The following is a list of ServiceTrade sites that will need to ...

    • Adam Graetz
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes