Sat, Sep 24, 2011 at 2:02 pm
1) I have 2 types of service businesses under 1 corporate name, would I have the ability to distinguish the 2 entities within the same system?
2) Is there a task filter or process that helps in suggesting workers by both availability and skills?
1) Yes, you can use one Corporate Name with logo and profile in the system that will display on Estimates, Work Orders, and Invoices.
There would be several ways to track two entities in the system. For example, you could create a custom “Customer Type” for each entity and then assign to the appropriate Customers to keep them organized. You can filter the Customer List by Customer Type.
Also, when creating a Job you could reference the entity name in the Job Name. The Job List can be sorted by Job Name.
There are endless ways to add notes, descriptions, etc… that could help distinguish between entities.
2) Currently, you can assign two work types to a worker, sales and/or service. When scheduling a Job you can filter the work list by work type then availability.
By the end of this year we are adding the ability to create and assign more work types.