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Buy now & saveHas anyone else experienced the "service" drop down menu disappearing? When we clock-in and select a customer, there is no longer a "service" menu to choose which item we are working under... for example: sales, design, estimating, etc...
Any help is greatly appreciated.
Thanks!
Happy Wednesday, @Natalie_KKB.
I have an idea of why this may be. More than likely, the service item is not assigned to the customers that is being selected when clocking in! This is an easy fix and I'm happy to walk you through it. Here's what you'll need to do:
Note: For sublevel jobs, if not manually changed, will reflect the assignments for any top level job. Assign or unassign the associated sublevel jobs or customers, if needed.
You can read more helpful information on managing custom fields such as service items within QuickBooks TIme by checking out this article: Set up and manage custom fields in QuickBooks Time.
Let me know if you have any other questions on this! I'm just a post away and more than happy to help. Take care!
Hi Jessica,
Do you know why this feature was removed in the first place? It seems very time consuming to have to now go and edit my hundreds of clients, one by one, in order to get the service drop down list active again. Please tell me if there is a more simple solution?
Thank you!
Hey @Natalie_KKB, good to hear back from you.
Yes! There is a simpler solution. If you need these assigned to every job, we can select the option to show for all jobs. Let me show you how!
Service items will now display for all jobs!
As far as why this was removed originally, I would check your system log for how this was removed.
I'm here for any other questions you may have. I hope your week is off to a great start!
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