Adam Graetz
- Total activity 69
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 1
Activity overview
Latest activity by Adam Graetz-
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 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 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 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 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 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 created an article,
Using Bulk Messaging
There may be times when you need to send a message to multiple Contacts, ServiceTrade makes this easy by allowing you to send a variety of message types to your customers in bulk. Prerequisites You...
-
Adam Graetz created an article,
Bulk Importing for Origin-Based Sales Tax States
This article is specifically for customers in origin-based sales tax states and will walk users through how to edit the .csv file from taxrates.com to create one single tax group based on where you...
-
Adam Graetz created an article,
Sales Tax Groups - FAQs
For more information on Sales Tax Groups, visit our Overview of Sales Tax Groups in ServiceTrade. What is a sales tax group? In ServiceTrade, Sales Tax Groups are defined by the zip codes (inclu...
-
Adam Graetz created an article,
Creating, Editing, and Removing Sales Tax Groups
This article outlines how to create, edit, and remove sales tax groups in ServiceTrade. Creating Sales Tax Groups Sales Tax Groups can be created in two ways: Manually creating them from the sale...