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Softbase

  • Dispatching and Updating Work Orders from Softbase
  • Softbase Technician Setup
  • Importing Labor/Travel into Softbase
  • Updating the Softbase Header
  • Reconciling TM Work Orders in Softbase
  • Administrative Work Orders (Softbase)
  • Required Settings in Softbase/Softbase EVOLUTION
  • Un-Dispatching and Re-Dispatching in Softbase
  • Link Quote and/or Work Order Requests to a Work Order Number
  • Rebuilding Work Orders in Tinnacity
  • Importing Parts into Softbase
  • Setting the Equipment Location
  • Identifying the Serial Number, Make, and Model on a work order
  • Import All time as Labor
  • Uploading Document to Doc Center
  • Server Time vs. Softbase Time
  • Bill To not showing in WO tablet
  • Identifying Sales Codes
  • Identifying the Customer No and Location No

Categories

  • Integration Error/Warnings Notifications
  • QuickBooks
  • Business Systems (Equipsoft, Softbase, etc)
  • Softbase
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