Most of the techs are contracted to a site, and will spend the
entire day with an office. I am thinking the workflow would likely work best with Service
Billing - Recurring services but there are not any places for the tech to put
in notes of what is happening for each day spent at the location. As you may know there are problems that come up, and we want to provide an explanation of the work being done with a technician on-site. Does anyone have any suggestions how to make this work?
is creating a customer service desk an option for you? like that you can create tickets, track time per incident, have the time flow to SB but not marked as billable and make sure you get the "show note on invoice" checkbox checked.