Search found 7 matches

by cbalogh
Thu Dec 21, 2023 11:16 am
Forum: Database + Settings
Topic: Saving estimates for a possible later date
Replies: 3
Views: 2405

Re: Saving estimates for a possible later date

Okay, I'll bite, being the I am some what challenged with this computer, could you walk me through what you mean by saving it into revision etc.
thanks
by cbalogh
Wed Dec 20, 2023 4:16 pm
Forum: Database + Settings
Topic: Saving estimates for a possible later date
Replies: 3
Views: 2405

Saving estimates for a possible later date

I am guessing we can already do this somewhere in the program, I just haven't found it, but is there a way you can save estimates we write up, for a customers possible return at a later date. I am sure we all get someone coming in for a job, want a estimate and then decide they can't afford or have ...
by cbalogh
Fri Dec 08, 2023 12:41 pm
Forum: Database + Settings
Topic: Correct Duplicate Orders?
Replies: 2
Views: 2343

Re: Correct Duplicate Orders?

Perfect, thanks for the help.
by cbalogh
Thu Dec 07, 2023 1:29 pm
Forum: Database + Settings
Topic: Correct Duplicate Orders?
Replies: 2
Views: 2343

Correct Duplicate Orders?

How do I remove or change a invoice number that has been set up for the same job. IE, I started a estimate for a customer with his information and vehicle info, then jumped to orders to put in some notes. I now have a estimate # for a customer arriving in a few days. One of our techs now signs in th...
by cbalogh
Wed Sep 13, 2023 11:34 am
Forum: Reports + Printing
Topic: Finding a posted invoice
Replies: 3
Views: 2548

Finding a posted invoice

I'm at a loss or I just can't read, where do the posted invoices go after they are paid. I seem to have lost some invoices and they are not in history under the vehicle or customer. I am guessing I had a finger problem and they ended up in some place where I can't find them. Help
by cbalogh
Tue Jun 20, 2023 11:12 am
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 7503

Re: Inventory Part number changes

Thanks, I just tried this again and this is what I got, so having to go into the system to update is going to be a bear.
by cbalogh
Mon Jun 19, 2023 3:32 pm
Forum: Database + Settings
Topic: Inventory Part number changes
Replies: 11
Views: 7503

Inventory Part number changes

We are going through our parts in inventory. Since we are new users, we are attempting to change some of the existing part numbers in our stock along with renaming some of our parts to make finding them easier when you do a search in the inventory. What we are finding is that when we change a number...

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