Miscellaneous Items in Sage Into Service Pro

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Miscellaneous items will come into BirdDog with a Service Pro type of Unassigned. These will not move to Service Pro until they have a type assigned to them. To do this with Enterprise for Windows, follow these steps:

  • Maintain | Items
  • Plugin in the Item name, complete with / at the beginning. So the miscellaneous item MAINT would be /MAINT in BirdDog.
  • In the menu, you'll note that you default to Long Description. On the far right click the > button until you see the Integrations tab, then click on it.
  • Set the Service Pro Type DDL to the appropriate item type.
  • Click OK.
  • Repeat as necessary for other miscellaneous items.

In the event that you no longer want a task from a Miscelleanous item that you've set up this way, simply change the Service Pro type back to Unassigned using the method noted above. The next time that you run connectors, the system will delete that item from Service Pro.

Comment items are a special example, however, as there is no equivalent in Service Pro. Set these (including /C, the default Comment item) to Task using the above steps.