URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records token:f65228e4b59ad1312262479ba6b63bbad27ecf26497b1d4217f Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"JoAnne Dover\",\"team\":null},\"completed\":false,\"description\":\"Email Sean SA# screenshot + Sage tax codes\/accounts\/items; then he builds prefs + dashboard\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=652.9999\",\"recording_timestamp\":\"00:10:52\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Build Sage push dashboard for invoices + installer bills; include pushed flag + errors\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=789.9999\",\"recording_timestamp\":\"00:13:09\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Implement single-line invoice push to Sage: customer, address\/unit, province, date, quote#, total\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=2317.9999\",\"recording_timestamp\":\"00:38:37\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Implement installer bill push to Sage: vendor, address\/unit, province, date, bill#, total\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4080.9999\",\"recording_timestamp\":\"01:08:00\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Send Sage customer\/vendor lists to JoAnne; then she matches in FileMaker\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4235.9999\",\"recording_timestamp\":\"01:10:35\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Enable WebDirect for QMS; send link to Chris\/JoAnne; fix issues\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4404.9999\",\"recording_timestamp\":\"01:13:24\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Optimize QMS quote list layout: remove calculated fields, index slow fields\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4739.9999\",\"recording_timestamp\":\"01:18:59\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Set up sandbox: copy live QMS to remote; keep sandbox open; set up Sage backups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4862.9999\",\"recording_timestamp\":\"01:21:02\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-06-04T20:35:45Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Define the FileMaker-to-Sage accounting integration workflow.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=389.0)\\n\\n## Key Takeaways\\n\\n - [**Integration Scope:** Automate pushing client invoices and installer bills from FileMaker (FM) to Sage. Vendor bills will remain a manual entry process.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=473.0)\\n - [**Workflow:** A new FM dashboard will list ready-to-push records. Pushing requires both FM and Sage to be open on the same machine due to Sage's legacy SDK.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=389.0)\\n - [**Data Push:** Invoices will push as single-line summaries to simplify the integration. Bills will push as detailed line items, using the existing installer pay tracker data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2167.0)\\n - [**Data Matching:** To prevent duplicates, Sean will pull existing Sage customer\/vendor lists into FM, requiring a one-time manual matching process before automation goes live.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n\\n## Topics\\n\\n### FileMaker Performance Optimization\\n\\n - [**Problem:** The QMS \\\"Quotes List\\\" layout is slow and \\\"herky-jerky\\\" when scrolling.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4531.0)\\n - [**Cause:** Unindexed calculated fields and conditional formatting create excessive \\\"round-tripping\\\" (repeated data processing).](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4587.0)\\n - [**Solution:** Sean will analyze the layout schema to identify the primary performance bottlenecks and propose the most effective fixes.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4744.0)\\n\\n### FileMaker-to-Sage Integration: Workflow & Data Push\\n\\n - [**Triggering Pushes:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=513.0)\\n - [**Invoices:** Pushing is triggered by entering an \\\"SA number\\\" in FM, confirming the job is finished and the invoice is ready.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=620.0)\\n - [**Bills:** Pushing is triggered by the act of creating the bill record in the FM installer pay tracker.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=736.0)\\n - [**Data Push Strategy:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Invoices:** To simplify the integration, invoices will push as single-line summaries.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Description:** The FM quote number.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Amount:** The invoice subtotal.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Required Fields:** Client ID, address, unit, city, province, and total.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=3519.0)\\n - [**Bills:** Bills will push as detailed line items, leveraging the existing installer pay tracker data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2167.0)\\n - [**Job Site Management:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1280.0)\\n - [**Problem:** Inconsistent job site data entry in FM (some use a \\\"Building ID,\\\" others a freeform address) creates a risk of duplicate projects in Sage.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1280.0)\\n - [**Solution:** The integration will create a new Sage project for every unique address pushed from FM. This aligns with the current manual process and simplifies the automation logic.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1660.0)\\n\\n### Data Matching & Configuration\\n\\n - [**Customer & Vendor Matching:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Problem:** Inconsistent naming conventions between FM and Sage will cause the integration to create duplicate records.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Solution:** Sean will pull the full customer and vendor lists from Sage into FM. A one-time manual process is required to link existing records before automation begins.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Configuration Preferences:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1980.0)\\n - [**Requirement:** Sage requires specific IDs for items, tax codes, and accounts.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1980.0)\\n - [**Solution:** Sean will build a preference table in FM for users to map FM data (e.g., province) to the correct Sage IDs.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2794.0)\\n\\n### Testing & Future Considerations\\n\\n - [**Testing:** A remote Windows machine will serve as a sandbox. A copy of the live QMS file will be used to test the integration with real data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4860.0)\\n - [**Future Idea (Remote Sage Hosting):** Hosting Sage on a remote desktop could enable remote access and automated backups. This is a potential future project.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4934.0)\\n\\n## Next Steps\\n\\n - [**Sean:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2832.0)\\n - [Build the FM-to-Sage integration dashboard.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=674.0)\\n - [Create the preference table for mapping Sage IDs (item, tax, account).](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2794.0)\\n - [Pull Sage customer and vendor lists into FM for manual matching.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [Analyze the QMS \\\"Quotes List\\\" layout and propose performance fixes.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4531.0)\\n - [Set up the remote Windows sandbox with a copy of the live QMS file.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4860.0)\\n - [**Chris & JoAnne:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=664.0)\\n - [Provide a screenshot of the \\\"SA number\\\" field in FM.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=664.0)\\n - [Manually match existing FM customers and vendors to their Sage counterparts once the lists are available.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n\",\"template_name\":\"Enhanced\"},\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (JoAnne Dover)\",\"meeting_type\":null,\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-06-04T20:35:34Z\",\"recording_id\":152417767,\"recording_start_time\":\"2026-06-04T19:03:00Z\",\"scheduled_end_time\":\"2026-06-04T19:59:27Z\",\"scheduled_start_time\":\"2026-06-04T18:59:27Z\",\"share_url\":\"https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (JoAnne Dover)\",\"transcript\":[{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey Sean, can you hear me?\",\"timestamp\":\"00:00:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I'm good man, how are you?\",\"timestamp\":\"00:00:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doing good, Chris.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's good.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm a bit under the weather, so I'm not going to participate too much in this meeting, but I thought I would just join in.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sorry, summertime sickness.\",\"timestamp\":\"00:00:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the worst, Lousy.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a sinus infection.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean Kruger, Jr.: Sorry.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I won't drag you into any conversations, then.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How have you been?\",\"timestamp\":\"00:01:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean I'm doing well.\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing pretty well.\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I can't complain.\",\"timestamp\":\"00:01:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's been a good year.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's good.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean So far.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I just texted Joanne to join the meeting, too.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Now I know you just sent the link.\",\"timestamp\":\"00:01:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You should also get it in your email, typically, but I just want to make sure you had it.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:01:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you so much.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean Yeah, she usually takes her lunch around this time, so maybe she's just in the back of the warehouse, but give us a minute here.\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How's the developing coming along for the accounting side?\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just stuck on those few questions I had.\",\"timestamp\":\"00:02:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, I've got it integrated.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've got a terminal tool that you can trigger.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just needed to make sure that I understand how to get some of those elements that I talked about.\",\"timestamp\":\"00:02:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I had a question for you.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"I think I'm on.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello, gents.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear me?\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, JoAnne.\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey.\",\"timestamp\":\"00:02:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't look like they can just had a quick question for you, Sean.\",\"timestamp\":\"00:02:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, shoot.\",\"timestamp\":\"00:02:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"When we integrate it, and let's see what but it should work here.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, Chris, can you hear me?\",\"timestamp\":\"00:02:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, can hear you.\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:02:48\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yes, we can hear you.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there something on here?\",\"timestamp\":\"00:02:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think she can hear us.\",\"timestamp\":\"00:02:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:55\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Her speaker is probably on silent.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How does our invoice go into your program?\",\"timestamp\":\"00:03:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hang on one second.\",\"timestamp\":\"00:03:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"me respond to now streaming live.\",\"timestamp\":\"00:03:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, JoAnne, did you join from your phone?\",\"timestamp\":\"00:03:21\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hang on.\",\"timestamp\":\"00:03:26\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I can't.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, one second.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to try to get her to join from her phone.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe that's going to work better.\",\"timestamp\":\"00:03:37\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, there's a number she can call into via phone.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me just send her the Zoom meeting by text.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Here we are.\",\"timestamp\":\"00:04:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Emma, you have to join us, right?\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you guys see us on phone?\",\"timestamp\":\"00:04:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, God.\",\"timestamp\":\"00:04:40\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Sean.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"How's everybody?\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:04:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, we're late.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us okay?\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Having some technical issues here.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Turning our volume up.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"How's that?\",\"timestamp\":\"00:05:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, guys.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:05:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't hear you.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:05:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you, Chris.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, we can't hear you.\",\"timestamp\":\"00:05:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"He's here somewhere.\",\"timestamp\":\"00:05:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I see him on my screen.\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't hear you, Sean.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"She was working a second ago.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you.\",\"timestamp\":\"00:05:51\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"How come we can't hear you, Chris?\",\"timestamp\":\"00:05:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm no video.\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just trying to mute you because you're logged in two places and it sounds bad.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You sound like a ghost.\",\"timestamp\":\"00:06:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, Chris, what were you saying?\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already did it and you're all set.\",\"timestamp\":\"00:06:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I was a bit curious how the invoice goes from our system into your system into Sage.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, how does that process work?\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll be from FileMaker.\",\"timestamp\":\"00:06:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to have FileMaker and Sage open on the same machine.\",\"timestamp\":\"00:06:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's a legacy SDK integration is all they offer on that.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you have to have both applications open at the same time.\",\"timestamp\":\"00:06:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then it really depends on what you want to\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's the only stipulation that you'll have to have because that's how they talk to each other.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so like, yeah, do have to be on the invoice page?\",\"timestamp\":\"00:07:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How does it work?\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't have to be on any particular page.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just, I don't know necessarily how you want to do it.\",\"timestamp\":\"00:07:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we can bring up a dashboard.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You haven't really told me what the, I mean, what the procedure is.\",\"timestamp\":\"00:07:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's, you know, I needed some questions answered regarding that, but anything that you want to happen can happen.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just the one thing that has to happen is you have to have QuickBooks and the, and Sage open.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Both applications have to be open to, so the data can exchange.\",\"timestamp\":\"00:07:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, yeah, yeah.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think a separate dashboard is good.\",\"timestamp\":\"00:07:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have to have.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I just have to understand at what point you need that to happen.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're saying.\",\"timestamp\":\"00:07:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're pushing invoices?\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was under the impression we pushing bills.\",\"timestamp\":\"00:08:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can push invoices, of course, but is it invoices and bills?\",\"timestamp\":\"00:08:04\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's invoices that we sent to the client.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And not bills?\",\"timestamp\":\"00:08:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and the bills to the subcontractor.\",\"timestamp\":\"00:08:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So you know that previous dashboard we made for the pay installer tracker?\",\"timestamp\":\"00:08:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll be for that as well.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to tell me what indicates in your system, because I'm not familiar with it, because I didn't build all of it, obviously.\",\"timestamp\":\"00:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I only know the parts that I know from working with the bill system.\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How, what indicates that something's paid so that I can add it into a dashboard and then push, have that push to Sage in a way that...\",\"timestamp\":\"00:08:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sense for you guys, like is there a sequence of events that you do?\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there a field that you set?\",\"timestamp\":\"00:09:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there something that indicates it's paid now?\",\"timestamp\":\"00:09:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do I know what's been paid in the system now versus what we'd be paying moving forward?\",\"timestamp\":\"00:09:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are you going to go through and push a button for each thing?\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you want some kind of automation so that you know what's been pushed previously?\",\"timestamp\":\"00:09:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those are the things I don't know and I don't know how you set that up currently.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's not available?\",\"timestamp\":\"00:09:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now it's all done manually.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the QMS FileMaker program creates the invoice and then Emma manually inputs that into the SAGE program based on their status.\",\"timestamp\":\"00:09:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do you know when it's time for, I'm sorry, did you say Emma to do that?\",\"timestamp\":\"00:09:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do you know now?\",\"timestamp\":\"00:09:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So what's happening now is Arianne, Chris, somebody will go and issue the invoice, they email the invoice to the client and copy myself and Emma, and then they put the invoice into a job folder on a public network that was sharing.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And how do they know when it's time to do that?\",\"timestamp\":\"00:10:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you would be the person that knows when the job's done.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to set a value in FileMaker that says the job's done.\",\"timestamp\":\"00:10:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that correct?\",\"timestamp\":\"00:10:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, correct.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We put in something called the SA number.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And that gives you like an invoice number.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's put into FileMaker?\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, put into FileMaker.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's called the SA number.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's just something we input manually to confirm.\",\"timestamp\":\"00:10:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"it's through that term.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"This\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"On our end that the invoice has been made.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you put this SA number, if you can kind of just send me a screenshot of that when you have a second, but, and I'll follow up with the email after this meeting of what, what you need to do.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But when you have that SA number, then that, I can assume then that we would put that into a list of dashboard elements that, that shows that that's ready to be invoiced.\",\"timestamp\":\"00:11:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you would be able to then push that to QuickBooks and, or I'm sorry, to QuickBooks, to Sage.\",\"timestamp\":\"00:11:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that would fall off the dashboard, assuming that would, that would work where you would have a list of elements.\",\"timestamp\":\"00:11:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You could push, you go into this dashboard, see all the items that have been recently added to the SA dashboard and update those.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the best way to do it.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there ever another situation, is there ever any situation where an invoice would need to be updated in Sage or is this just a one-time push?\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a one-time push.\",\"timestamp\":\"00:11:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If we have.\",\"timestamp\":\"00:11:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To go back and revise the thing manually, I think it's easier.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"just do it manually as opposed to doing it automatically.\",\"timestamp\":\"00:12:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say manually, you'll be doing, you'll be making those updates directly in Sage.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Not correct.\",\"timestamp\":\"00:12:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:12:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what about the bills?\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is it just the bill just ready to go as soon as it's input, like in the way in our new system?\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:12:24\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The second we hit send email, um, then yeah, it's usually good to go.\",\"timestamp\":\"00:12:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And there, there's no SA number for that one though, but we do have the invoice.\",\"timestamp\":\"00:12:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We do have like the installer.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fact that you're, you're, you're putting it in indicates to us that it's been, that it needs to go to Sage, correct?\",\"timestamp\":\"00:12:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, well, we can just use that because that the creation of the actual bill is actually done in FileMaker.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"we can just reference that.\",\"timestamp\":\"00:13:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a, there's a record that's stored in FileMaker for that.\",\"timestamp\":\"00:13:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that bill can then just be pushed through.\",\"timestamp\":\"00:13:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think like you said before.\",\"timestamp\":\"00:13:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, Sean, I just want to say one more thing when you when you do push it through to have like an option that shows like a box that gets ticked off saying it's been pushed to Sage so we know on our end that it has gone through.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure, You can do that.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can it be done in batches, Sean versus one at a time?\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, that's how I understand.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, that's how I understood.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's what the purpose of the dashboard is so that you know, you can see what's in there ready to push, you can push it, you can see what gets pushed and you can see any errors or exceptions or whatever.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can that step.\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would tell you all of those different things.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Could we go over what's getting pushed on the invoice?\",\"timestamp\":\"00:14:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that was one of the questions.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So from the pay installers, we'll start with that one since you're more familiar with it.\",\"timestamp\":\"00:14:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you push that forward and it has a list of all the quote numbers on the invoice with the sites that the guys are doing the work in, can that information be put into SAGE and then extracted so it gets put to the project?\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They call it projecting.\",\"timestamp\":\"00:14:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the cost goes to a specific project in SAGE and then the revenue will also do the same thing.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if the installer does 10 different jobs, each job goes into its own.\",\"timestamp\":\"00:14:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, we already sort of discussed that.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That was one of the things that I had asked in the Viber thing.\",\"timestamp\":\"00:15:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think that the problem will be, you know, assuming we have to assume that your naming conventions are the same.\",\"timestamp\":\"00:15:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when we push this, keep in mind that computers are getting smarter in the age of AI, but we don't have a way of, like, noticing things that are different.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if your name isn't the same in FileMaker than it is in Sage, that's going to be a problem.\",\"timestamp\":\"00:15:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're going to get errors.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I had asked that question, you know, I don't know if you if you clarified that the names would be the same.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in that.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that case, then we have to sort that out.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever the solution is for that, I don't know, but it's not as, you know, it's always easier if the matching is there, and we don't have to do some kind of matching to make up for that.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you don't really have a organizational system that lends itself to like being, you know, like you don't have an ID, you don't have like a site registry in your system.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what we can do is I can pull all the sites from Sage and allow you to set them in the FileMaker database.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the one solution I have, I can think of that that would probably be the easiest solution would be to pull all the job sites from Sage so that you can actually actually set them in FileMaker when you're setting up the invoice rather even rather than doing whatever you're doing now, which is just like manually, I think you might be just manually inputting them.\",\"timestamp\":\"00:16:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe there's a list that I don't really\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So essentially replacing the list of whatever you're doing now with a list from that true related record in SAGE, does that sound like something that would work for you guys?\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm thinking that based on say the building number or something that's already in QMS, rather than create new on this, like having to compare from this side to this side.\",\"timestamp\":\"00:17:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So QMS and SAGE, that the QMS will just create everything new in the SAGE.\",\"timestamp\":\"00:17:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then all of the old projects can be archived or something like that, that are already set up.\",\"timestamp\":\"00:17:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying that we, that I can just ignore whatever's in SAGE and just create a new site?\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like the way it's based in SAGE is we put the, so if it's Capri.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll put Capri and then a hyphen and the job site address.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So then when Emma goes to post it, the revenue goes into that job site specifically.\",\"timestamp\":\"00:18:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I understand that part.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And how is it done in FileMaker?\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How is the site applied in FileMaker?\",\"timestamp\":\"00:18:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like what's the thought process for the site?\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are sites reused in some way?\",\"timestamp\":\"00:18:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It was a, yeah, it is actually set up as the building number so that when you duplicated quotes, the building number would carry forward and provide the address, the province service.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the only thing being input was the unit number.\",\"timestamp\":\"00:18:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we really only need who the work is being done, like build to and what the job site address is.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Job sites relate to companies?\",\"timestamp\":\"00:18:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, where the work is actually being performed.\",\"timestamp\":\"00:18:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you...\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We have hundreds of buildings that we work in, but 100 of those buildings might be all for the same client.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you'd have the same client name with 100 different addresses, like a ship to address is all different.\",\"timestamp\":\"00:19:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the job sites are related to the client.\",\"timestamp\":\"00:19:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:19:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we need to make sure that that same relationship is accomplished in FileMaker.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know that you guys have a client.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you guys keep a client list in FileMaker?\",\"timestamp\":\"00:19:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's just a freeform field.\",\"timestamp\":\"00:19:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you're doing any of that, nor are you storing the sites.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's, there's some, there's client lists there.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And there's also building installations or installation buildings as one of the tabs you can go into and you can create a building for each different site that we're working on.\",\"timestamp\":\"00:19:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In FileMaker?\",\"timestamp\":\"00:19:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right on the very front page.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You have the clients, right?\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"QMS, sorry, QMS.\",\"timestamp\":\"00:20:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me just open it up and I can tell you properly.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to the home page.\",\"timestamp\":\"00:20:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we talking about QMS West or the other QMS?\",\"timestamp\":\"00:20:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Toronto.\",\"timestamp\":\"00:20:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"They should both have it though.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have on this.\",\"timestamp\":\"00:20:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Like Sean said, it is more freeform.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like a dropdown menu that's actually connected to anything.\",\"timestamp\":\"00:20:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's more just, it's pretty basic.\",\"timestamp\":\"00:20:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to customer list.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:20:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a whole client list there.\",\"timestamp\":\"00:20:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go to installation building, there's also a number of buildings also set up in there.\",\"timestamp\":\"00:20:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see the client list and how, but there's no way to, there's no.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sites related to the clients themselves.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, but if you go to the installation building there, it does relate back.\",\"timestamp\":\"00:21:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Open up the building details.\",\"timestamp\":\"00:21:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The A slash C is the client number.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I did want to add one more thing to that, just full transparency.\",\"timestamp\":\"00:21:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes we'll make a quote and there won't be a building ID.\",\"timestamp\":\"00:21:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll just manually type in a manual address and not add it to that list.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's where process becomes important that we, that's part of the step that we have to do now.\",\"timestamp\":\"00:21:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I don't know if there's a way to pull the data from just from the address and the unit number without having a list.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Say that again, Chris.\",\"timestamp\":\"00:21:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a way to pull the data from the address and from the unit number, as opposed to using the building ID.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you need to show me what you're actually entering it in as you're talking about when you're creating this invoice or this quote, or I don't really know how you do all that.\",\"timestamp\":\"00:22:02\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, we make a quote first, so then the address will be whatever it is, wherever the job is, and then we'll invoice it.\",\"timestamp\":\"00:22:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they'll manually type in the address into Sage.\",\"timestamp\":\"00:22:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So are you, are you able to open the quotes list?\",\"timestamp\":\"00:22:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you like, if you open up the quote, it'll say, accept what the category is, who did the quote, the estimate number, the date it was quoted.\",\"timestamp\":\"00:22:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you see where it says AC number and BID number?\",\"timestamp\":\"00:22:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:22:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The BID number relates it to the address.\",\"timestamp\":\"00:22:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:22:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So anytime.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And you see at the top of your list, you have building number 70, it relates to Hollywood.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I get all that part.\",\"timestamp\":\"00:23:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The exception is the part I don't know how that works at this point, where you're just typing in the address.\",\"timestamp\":\"00:23:05\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So where do you type in the address itself?\",\"timestamp\":\"00:23:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, under the address itself.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the building ID might be empty, or it might just be some random number that doesn't apply to anything.\",\"timestamp\":\"00:23:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where is the address?\",\"timestamp\":\"00:23:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you do that at, specifically?\",\"timestamp\":\"00:23:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you do it under, go under the building, installation building.\",\"timestamp\":\"00:23:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's number, if you go to the home page, it's number two installation building.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you click on not, that's where they get entered as new, or you can find the building number.\",\"timestamp\":\"00:23:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right, but if it's, they're not entering, I thought, maybe I'm confused.\",\"timestamp\":\"00:23:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought you just said that there's times where you don't enter this.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what Chris is saying, but I'm saying as a matter of process, we should be entering that.\",\"timestamp\":\"00:23:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Like maybe that.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Chris is part of your exception there.\",\"timestamp\":\"00:24:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're saying that in cases where you don't want to enter this, do you want me to enter it for you?\",\"timestamp\":\"00:24:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you want me to make a way so that when you enter it, and it doesn't have a building address yet that it does it for you?\",\"timestamp\":\"00:24:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it could, it could either create a new building address.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the same with the customer ID to sometimes will be a new customer, we're too lazy to add it to the customer list, right?\",\"timestamp\":\"00:24:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It could be a one off.\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That we still have the time to go into the customer list or the building details list to add it.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like a lot of these buildings are like they could be old as well from 10 years ago.\",\"timestamp\":\"00:24:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We're adding new buildings, you know, every day is a new building being added.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think if we can pull the data from the address itself, and just kind of copy paste whatever the address says.\",\"timestamp\":\"00:24:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"As opposed to using a building ID.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, can we go back to what I was asking?\",\"timestamp\":\"00:25:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I got it.\",\"timestamp\":\"00:25:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can we go back to what I was asking earlier?\",\"timestamp\":\"00:25:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you tell me where you're doing this so I can make those changes?\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And now on the far left, that little blue button that looks like a little circle queue, if click on that, that's going to bring you to the quote page now.\",\"timestamp\":\"00:25:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So now where it says address, copy.\",\"timestamp\":\"00:25:22\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So now if you click on where it says estimate on the right side of that, you'll see a little calendar.\",\"timestamp\":\"00:25:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If you click on that.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This?\",\"timestamp\":\"00:25:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And click yes.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, we don't need to do that.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's.\",\"timestamp\":\"00:25:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to show you, yeah, you can do it.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And now for unit number, we can put unit, you know, 1109.\",\"timestamp\":\"00:25:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is where you're entering the unit?\",\"timestamp\":\"00:25:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:25:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then let's say for address, it's not 60.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, let's say it's the building next door, it's 6709.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll just change that 7 to a 9 under the address.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once the job gets accepted, we click the accept button.\",\"timestamp\":\"00:26:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then under installer booked, we add the installer that's doing the job.\",\"timestamp\":\"00:26:15\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And under date booked, we add the service day.\",\"timestamp\":\"00:26:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once all that's been entered, we then go ahead and invoice the job once it's finished.\",\"timestamp\":\"00:26:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is the building number?\",\"timestamp\":\"00:26:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"71.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"that's the building.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But like, sometimes I'll change that address, though, there isn't this is a different building.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly, exactly.\",\"timestamp\":\"00:26:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And sometimes I'll leave the 71 as is, I'm not going to change it because no one really knows what 71 means.\",\"timestamp\":\"00:26:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just an internal number.\",\"timestamp\":\"00:26:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay that's why I think it's better to pull from the address.\",\"timestamp\":\"00:27:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah you'll see there's lots of quotes that don't have a building number assigned to them and it's because at the time the building was not under the building details but under the quotes so you'll see there's lots of times where there isn't a building number assigned and it's because we're just doing things fast and furious and we got to get the quote out is more important than setting it up in the QMS program.\",\"timestamp\":\"00:27:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker.\",\"timestamp\":\"00:27:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay so you would want this to be a new address or a new site 6709 versus the last one.\",\"timestamp\":\"00:27:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how things get pushed.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm asking from an accounting aspect.\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say yes.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"For every new address that we get, Emma creates a new project, it's called, in the SAGE.\",\"timestamp\":\"00:28:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we would just need those two addresses.\",\"timestamp\":\"00:28:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if there's a way you can pick up the address and relate it to the customer ID.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The other thing, too, is sometimes buildings get bought and sold.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if an address belongs to one customer ID, let's say Capri, but then they sell the building to somebody else, and we're still doing the work, I don't want these invoices to go to the wrong person, just based off the address.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's got to be based off who we sent the invoice to.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How is that handled inside SAGE?\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if click on accept, pick, and click OK, and then click it again, you'll see service report, click that, and then finish invoice, click it again.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And at this point now, we add in the SA number, and we click email invoice, and that's how we send it off to the customer.\",\"timestamp\":\"00:29:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And if we have to change the customer ID, we just change the information in there at the top left, like the name, the company.\",\"timestamp\":\"00:29:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's usually based off the customer number.\",\"timestamp\":\"00:29:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What happens in Sage when the site address changes?\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now, so if, copyright we're looking at, say they sold to ABC building management.\",\"timestamp\":\"00:29:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then the customer number on QMS would change, and then Emma would enter a new project in Sage called ABC Company and the address, and use that to project the revenue or cost.\",\"timestamp\":\"00:30:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're just creating a new site?\",\"timestamp\":\"00:30:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that correct?\",\"timestamp\":\"00:30:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's right.\",\"timestamp\":\"00:30:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:30:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's all I wanted to know.\",\"timestamp\":\"00:30:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's fine.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Would doing this in QuickBooks be more expeditious and easier from your side versus doing it to Sage?\",\"timestamp\":\"00:30:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not at this point, because I've already made the connections.\",\"timestamp\":\"00:30:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, okay.\",\"timestamp\":\"00:30:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Terrific.\",\"timestamp\":\"00:31:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, don't think, well, there are projects in QuickBooks, but I don't know how that would affect you accounting-wise.\",\"timestamp\":\"00:31:03\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it's as expansive as Sage.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure it's not.\",\"timestamp\":\"00:31:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:31:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Especially QuickBooks Online would not be, and that's pretty much what you're limited to nowadays.\",\"timestamp\":\"00:31:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't purchase anything but QuickBooks Enterprise Desktop, and it's pretty expensive.\",\"timestamp\":\"00:31:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you're paying for Sage, but I think the minimum QuickBooks Enterprise you can get nowadays for desktop, and that's the one with more features, is $6,000 a year.\",\"timestamp\":\"00:31:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wow.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just had a client kind of run into this recently.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:31:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because they really want you to, QuickBooks really wants you to move to QuickBooks Desktop.\",\"timestamp\":\"00:31:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, QuickBooks wants you to move to QuickBooks Online.\",\"timestamp\":\"00:31:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I imagine Sage probably would.\",\"timestamp\":\"00:31:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"probably does, too.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just not as familiar with Sage, but that's kind of the state of the industry right now.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everybody wants to get everybody on, you know, recurring subscription-based products and usually web-based them because they're easier to maintain.\",\"timestamp\":\"00:32:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a lot more expensive to maintain a desktop product.\",\"timestamp\":\"00:32:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other downside, obviously, of a desktop product is that it's not as interactive.\",\"timestamp\":\"00:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I said earlier, you have to have them connected together.\",\"timestamp\":\"00:32:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's all just part of the reason they sort of want to move out of that realm, older technologies and such.\",\"timestamp\":\"00:32:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I do understand, you know, how staying on these desktop products are advantageous.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I already made the connection, so there's really no reason to move.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, at this point, I've already done that work.\",\"timestamp\":\"00:32:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the connections are there, and now I just need to make sure that the automations are working the way that we want, like we've talked about.\",\"timestamp\":\"00:32:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think.\",\"timestamp\":\"00:32:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"think.\",\"timestamp\":\"00:32:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think.\",\"timestamp\":\"00:32:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can information go the other way as well?\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it already, it needs to because you have things that you need to set, like you're going to need to, I'm going to have to create a preference table where you can set which, what items are being passed through.\",\"timestamp\":\"00:33:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because Sage is going to require us to set a, like I think I said in here, when you select that item number on a purchase invoice or a bill, I think they call it a purchase invoice inside Sage, you need to specify the item number.\",\"timestamp\":\"00:33:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever you do manually, we also need to do in FileMaker.\",\"timestamp\":\"00:33:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in order to automate that, we need to set that item number, right?\",\"timestamp\":\"00:33:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in order to have that item number, I need to be able to pull that and give you a place to say.\",\"timestamp\":\"00:33:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:33:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What that item number is.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know how many you have, if you only have one or you have 50, but we still need to give you a place to say, okay, this is the item number we use when we push the bill line or the purchase invoice line.\",\"timestamp\":\"00:34:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why I was saying earlier, the same thing is true for the job sites.\",\"timestamp\":\"00:34:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could pull those into FileMaker and then you could set them.\",\"timestamp\":\"00:34:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But assuming that you're okay with us just starting anew and pushing those all out as needed and then reusing them once we know what they are, that's a good way.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's an easy way to do that as well, or an easier way to do that, I should say.\",\"timestamp\":\"00:34:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because we can always go in the past using the ones we've set up in Sage and with QMAS, you can always just search by the address.\",\"timestamp\":\"00:34:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sage should, the search engines are not as flexible.\",\"timestamp\":\"00:34:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If more strange, it's not exactly what you have in SAGE, you can't find it.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Because one thing I'd be interested in doing is having, when Emma posts a receipt for payment of invoices, that gets put into QMS from SAGE side so that the guys can just look in QMS and go, okay, yeah, they paid.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't have to worry about it, and they go on to more important things.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think there was a couple things like that that I had to set, like the item and then also the tax.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The tax was also something.\",\"timestamp\":\"00:35:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's multiple tax elements in there.\",\"timestamp\":\"00:35:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're going to need to specify that.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I think the other thing was the account.\",\"timestamp\":\"00:35:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So those are the three things that I'll have to pull those elements and you'll have to set the preference for what you want those to be, both on the bill.\",\"timestamp\":\"00:35:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I'll have to look at the invoice and see what's required.\",\"timestamp\":\"00:35:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I have to look at what's required by the invoice as well.\",\"timestamp\":\"00:36:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when we push out the invoices, there just one line for each invoice like we were talking about for the bill?\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a PO in place, like a PO number in place, yes.\",\"timestamp\":\"00:36:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We just do the single line.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Where there isn't one, Emma's actually inputting the detail of the invoice.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Stuff is like supply to sell carpet, you know, then the carpet amount will go in.\",\"timestamp\":\"00:36:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"they do plan, it'd be supply plank this much, install plank this much.\",\"timestamp\":\"00:36:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think, yeah, so she'll go in.\",\"timestamp\":\"00:36:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this case, there's a purchase order number.\",\"timestamp\":\"00:36:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So all we would do is put the PO number in and then we can go back to QMS to look at and pull up the information that way.\",\"timestamp\":\"00:36:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But where there is no PO and some\",\"timestamp\":\"00:36:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Our clients still don't issue POs.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"She's physically manually entering each line item.\",\"timestamp\":\"00:37:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So she'll put dimensions tile was total of 913.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then she'll do a line for under floor is 84 or 86.\",\"timestamp\":\"00:37:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:37:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And she'll do line by line.\",\"timestamp\":\"00:37:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know as a human being that what you're saying, and I also grew up in the flooring business, so I know what you're saying.\",\"timestamp\":\"00:37:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But as a software developer, I have to be able to push these things with some intelligence.\",\"timestamp\":\"00:37:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So how do I know is you're saying that when you go into the actual invoice in Sage, you're selecting the item tile and the item under floor?\",\"timestamp\":\"00:37:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no, there's no skew, per se, because there's no inventory running in Sage.\",\"timestamp\":\"00:37:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So she's actually manually typing in each one.\",\"timestamp\":\"00:37:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just this, it doesn't, it doesn't differentiate these.\",\"timestamp\":\"00:37:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it's the final.\",\"timestamp\":\"00:37:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're not differentiating what types of items these are in SAGE.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think what might be a solution is taking the estimate ID with the PO when there is one and using that as the single line item.\",\"timestamp\":\"00:38:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The only time we run into issues with this is if we're doing more than one thing on a quote as far as accounts go.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you're doing, say, common area carpet tile, we have one account code for that.\",\"timestamp\":\"00:38:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if they're doing matting at the vestibule, then there's a different account code for that.\",\"timestamp\":\"00:38:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to chime in here, guys, just to simplify things, I think it's easier.\",\"timestamp\":\"00:38:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We just push the quote number, the quote ID, the estimate ID, the client ID, and the total.\",\"timestamp\":\"00:38:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it makes sense to push anything else.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just, it gets too messy, I think, and we don't really need all that information in SAGE.\",\"timestamp\":\"00:39:02\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think so anyways.\",\"timestamp\":\"00:39:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think as long as we can refer it back to FileMaker, I'll agree with that.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The only thing that's going to be different is it has to be done by province for tax calculations.\",\"timestamp\":\"00:39:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We have to have it separated.\",\"timestamp\":\"00:39:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's here?\",\"timestamp\":\"00:39:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we're doing work in Alberta, the tax rate is high.\",\"timestamp\":\"00:39:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"are your tax codes separated and is it clear in your SAGE system that the tax codes are separated?\",\"timestamp\":\"00:39:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So for reconciling purposes, what happens is the income statement, they're separated by province.\",\"timestamp\":\"00:39:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll have, say, an account called Apartments for Ontario.\",\"timestamp\":\"00:39:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll total the amount of sales for that.\",\"timestamp\":\"00:39:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you'll have apartments with a different account number for Alberta with a total, and that's calculated at 5%.\",\"timestamp\":\"00:40:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So for reconciling purposes, it's critical.\",\"timestamp\":\"00:40:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand, but how am I, I get that, that it's important and I'm trying to understand how to match.\",\"timestamp\":\"00:40:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, I think based on the invoice, it's whatever the province says, it automatically adjusts for that taxes.\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's AB, like for, for this QMS, it's only going to be ON, but for Spartan West, you'll have AB, which is a different tax rate than BC, but if that's based off where it says under province there, suite type unit number, where it says province, that's where you can change the, that's how QMS knows on the invoice, how much to tax it for.\",\"timestamp\":\"00:40:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you flow through that screenshot, right through, so if you hit accept pick, and then the next screen, next screen, it will pick up.\",\"timestamp\":\"00:40:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so you see down at the bottom, it has tax GST, HST 13.\",\"timestamp\":\"00:41:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you put Ontario in for the province, it picks up 13%.\",\"timestamp\":\"00:41:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you put Alberta in, it'll pick up 5%.\",\"timestamp\":\"00:41:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, that's fine.\",\"timestamp\":\"00:41:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think what Sage will be expecting is the physical name or ID of the tax line.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll need to pull those in and you'll need to match them up to the province.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll need to give you a list to do that.\",\"timestamp\":\"00:41:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:41:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I can probably do it manually for you.\",\"timestamp\":\"00:41:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, I don't know how this is working in here.\",\"timestamp\":\"00:41:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll have to look at that to see how you're figuring that out.\",\"timestamp\":\"00:41:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, I think how it works is, let's say you change that 13%.\",\"timestamp\":\"00:41:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To 11%, from now on, it's always going to shoot out 11%.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just like a manual entry that we put in once and you can manually change it to 12.\",\"timestamp\":\"00:42:04\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then from now on, the rest will always be 12 too.\",\"timestamp\":\"00:42:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that's how it but I don't, yeah, and that makes sense.\",\"timestamp\":\"00:42:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think that when you enter the tax into Sage, it doesn't give you that you can't, I can't just set the tax rate itself.\",\"timestamp\":\"00:42:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have to actually pass the item for the tax rate.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's not, those aren't one-to-one things is all I'm referring to.\",\"timestamp\":\"00:42:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's fine.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can all stay the same.\",\"timestamp\":\"00:42:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need some way to match it up.\",\"timestamp\":\"00:42:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll, I'll, I'll take care of that and just tell you what you need to do moving forward.\",\"timestamp\":\"00:42:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need you to, I mean, I don't want to dig into that right now.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can just give, I'm going to give you a preference page and I'll make all of the necessary matching requirements in there.\",\"timestamp\":\"00:42:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I don't think that you're that way.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you, you know, if you change the tax rate, Sage doesn't care.\",\"timestamp\":\"00:42:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just going to use the item.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I don't think you can even.\",\"timestamp\":\"00:42:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I've seen, don't think you can set, you can go to the tax itself and set the tax rate, but I don't see any way inside Sager you can actually set the tax codes.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's what I'm talking about.\",\"timestamp\":\"00:43:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about the actual tax codes.\",\"timestamp\":\"00:43:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to pass the tax code.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't say this invoice pays 11%.\",\"timestamp\":\"00:43:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have to send the tax code.\",\"timestamp\":\"00:43:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's what I need to sort out.\",\"timestamp\":\"00:43:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll just, I'll, I'll, I'll pull the tax codes so that we have them and then I'll match them up, um, based on what I understand.\",\"timestamp\":\"00:43:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'll show you where I've done that.\",\"timestamp\":\"00:43:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll do that in a preference area so that if it does change or you need to do something, I don't know that you'll ever, I can't imagine Canada is going to release a new province or something like that.\",\"timestamp\":\"00:43:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if you ever do change the way your tax code's doing, I, you know, I don't, I don't know.\",\"timestamp\":\"00:43:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's still a better way to do it is just to, to make sure they're match the same way that we need to tell.\",\"timestamp\":\"00:43:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you send an invoice.\",\"timestamp\":\"00:43:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There has to be at least an invoice, one item number that you're passing these to, even if they're all the same thing, like, you know, even if tile and underfloor, underlayment and, you know, carpet tiles or whatever you're doing, you know, LVP or whatever the item is, you still need, we still need to, we need to specify at least one item number.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:44:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So on the, on the invoice that you have up right now, Emma would post that with a tax code of where are we Mississauga, so HS, which is for HST, 13%.\",\"timestamp\":\"00:44:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the account code would be 4120.\",\"timestamp\":\"00:44:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the before tax total would be entered.\",\"timestamp\":\"00:44:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then Sage calculates the tax and the total, the grand total.\",\"timestamp\":\"00:44:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't require you to enter this item number.\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just looking at Sage.\",\"timestamp\":\"00:45:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when I look at Sage, I see, I'm going show you what I see.\",\"timestamp\":\"00:45:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, I'm, I, Sage is familiar enough to, to me that it makes sense, but like, um, yeah, this is my full screen.\",\"timestamp\":\"00:45:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not going to help you.\",\"timestamp\":\"00:45:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me do this.\",\"timestamp\":\"00:45:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hold on a second.\",\"timestamp\":\"00:45:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I set up a, like a remote machine to do all this.\",\"timestamp\":\"00:45:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I have everything installed.\",\"timestamp\":\"00:45:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So bear with me one second.\",\"timestamp\":\"00:45:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you see that?\",\"timestamp\":\"00:45:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:45:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So what I see inside Sage is both an item number and account number.\",\"timestamp\":\"00:45:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know if maybe you've got your setup differently.\",\"timestamp\":\"00:45:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, no, it's like that.\",\"timestamp\":\"00:45:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Emma would put in, uh, we don't even use items.\",\"timestamp\":\"00:45:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is a required item description, where the purchase order would go, base price we don't use, discount we don't use, price we don't use, amount would be where we would put the subtotal of the invoice, the tax would be entered as HS for Ontario, and the account number would be 4120 for Ontario apartments.\",\"timestamp\":\"00:46:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, so that's what I'm saying, like, I'm going to give you a place inside FileMaker where you can set this, what this is going to be every time.\",\"timestamp\":\"00:46:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a preference table, and everything will be in there, the tax codes will all be matched up in there, so you can put the, what the province is and what that tax code equals in FileMaker.\",\"timestamp\":\"00:46:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way, when I push, I know what to push.\",\"timestamp\":\"00:46:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you change that, just say down the line you decide you want to change it.\",\"timestamp\":\"00:46:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we'll do that for the build stuff too that we need.\",\"timestamp\":\"00:47:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything we need or anything we find we need.\",\"timestamp\":\"00:47:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What I know so far, I'll go ahead and put those in.\",\"timestamp\":\"00:47:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if I need anything else, I'll just reach out via Viber.\",\"timestamp\":\"00:47:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think I have a good amount of information, at least to keep moving forward so we can get to testing.\",\"timestamp\":\"00:47:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Where does the address go?\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Does it go under shipping address?\",\"timestamp\":\"00:47:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, right now we're manually entering that.\",\"timestamp\":\"00:47:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would be the address, the suite number, the province of sale.\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if you go to the checkmark where job sites is, to the very right down, there's a checkmark.\",\"timestamp\":\"00:47:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, up, up, up.\",\"timestamp\":\"00:47:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep, right there.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you double click on that, the check mark, it will allow you to project to 20 different places if you wanted.\",\"timestamp\":\"00:48:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:48:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's where the client name and job site address are going.\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you say that, for one invoice here, how do I know which job sites?\",\"timestamp\":\"00:48:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see that you can enter multiple job sites, but how do I know what the work was based on?\",\"timestamp\":\"00:48:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You wouldn't.\",\"timestamp\":\"00:48:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We would take the purchase order or the invoice number and refer back to QMS for the actual scope of work that was created.\",\"timestamp\":\"00:48:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So there would just be one job site on there?\",\"timestamp\":\"00:48:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this instance, yes.\",\"timestamp\":\"00:48:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this instance, yes.\",\"timestamp\":\"00:48:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But when it comes to posting the installer's page, they're paid for several job sites.\",\"timestamp\":\"00:48:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, Okay, yeah.\",\"timestamp\":\"00:48:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just want to make sure I answer the question.\",\"timestamp\":\"00:49:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So nothing comes up in later.\",\"timestamp\":\"00:49:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I know that some things will come up later, but if I, if I don't ask them now, then they certainly will come up later.\",\"timestamp\":\"00:49:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or I'll, I'll have to make assumptions, but you don't want either.\",\"timestamp\":\"00:49:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I make some assumptions during development to keep things moving forward.\",\"timestamp\":\"00:49:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I'll ask the questions later.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, I, you know, I like to get as much better as possible, which is why I just, could you run through Sage again, one more time, just the process of how you do it from like beginning to end for one invoice, like line by line, just to see how it's done.\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you go, you put your customer in.\",\"timestamp\":\"00:49:45\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I wish I had, you put your customer in.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you share your screen, JoAnne?\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that possible or are on your phone?\",\"timestamp\":\"00:49:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm on my phone.\",\"timestamp\":\"00:49:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it's okay.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So first you put in the customer, it's just a drop down menu, you choose Capri.\",\"timestamp\":\"00:50:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the shipping address is the job site address.\",\"timestamp\":\"00:50:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the invoice number automatically changes to the next invoice after being processed.\",\"timestamp\":\"00:50:13\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The date can be manually entered.\",\"timestamp\":\"00:50:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But when you open the page, it's default to whatever day is in the system.\",\"timestamp\":\"00:50:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The contract number is the quote number.\",\"timestamp\":\"00:50:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The shipping date is the service date.\",\"timestamp\":\"00:50:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Salesperson, we don't use.\",\"timestamp\":\"00:50:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can ask you one question?\",\"timestamp\":\"00:50:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The date, does that refer to the invoice date or just the date it was posted in Sage?\",\"timestamp\":\"00:50:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, invoice date.\",\"timestamp\":\"00:50:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's got to match the invoice date.\",\"timestamp\":\"00:50:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you put that in manually, right?\",\"timestamp\":\"00:50:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:50:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So even if Emma gets to it a week later, she can still change that date to when it was actually a invoice.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Next.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're not using the QMS reference number for the invoice number?\",\"timestamp\":\"00:51:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You want to allow SAGE to set its own invoice number?\",\"timestamp\":\"00:51:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always just let SAGE do the invoice number, and the invoice number is entered manually in FileMaker, and then the quote number is entered manually in SAGE as the contract number.\",\"timestamp\":\"00:51:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I can capture the invoice number from SAGE if you want, put it in FileMaker as an indication, along with the indication that it was pushed.\",\"timestamp\":\"00:51:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Would it make sense for the SAGE number to match the SAGE invoice number?\",\"timestamp\":\"00:51:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're the same?\",\"timestamp\":\"00:51:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's up to you guys.\",\"timestamp\":\"00:51:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can do that.\",\"timestamp\":\"00:51:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Chris, because of the numbering, I think that would be suitable.\",\"timestamp\":\"00:51:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We just have to remember you can't, like when it comes to progress billing.\",\"timestamp\":\"00:51:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"with Thank you.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Which we all know everybody hates, you have to create a new estimate number, rather than use the same one, because then you'll get a duplicate invoice in Sage and you cannot, for auditing purposes, cannot have duplicate invoice numbers.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we could do that.\",\"timestamp\":\"00:52:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter what the number is.\",\"timestamp\":\"00:52:24\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry, what goes in contract estimate number?\",\"timestamp\":\"00:52:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that just our quote number?\",\"timestamp\":\"00:52:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now it's the quote number.\",\"timestamp\":\"00:52:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And what's the shipping date?\",\"timestamp\":\"00:52:36\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that just the installation date?\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's whatever the service date is on basis, the shipping date on our.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:52:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe, okay.\",\"timestamp\":\"00:52:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what's the ship from BC thing?\",\"timestamp\":\"00:52:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that?\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I recognize that from a tax perspective, why that's there, but we don't use it.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:52:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the jobs.\",\"timestamp\":\"00:52:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we were shipping goods from like physical goods, Chris, from Ontario to BC, because BC has PST and GST, whereas Ontario is only HST, so whatever the landed destination is what the tax code is that gets charged.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But we've never used that drop-down menu, right, to ship from in the job site?\",\"timestamp\":\"00:53:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't even exist in ours.\",\"timestamp\":\"00:53:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:53:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So what's the next step after that?\",\"timestamp\":\"00:53:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Job site gets entered.\",\"timestamp\":\"00:53:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Could you move a to the left, Sean?\",\"timestamp\":\"00:53:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you put the job site?\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you can move the screen a bit to the left so we can see, yeah, or move it more to the right, sorry.\",\"timestamp\":\"00:53:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There, okay.\",\"timestamp\":\"00:53:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So see on the right side.\",\"timestamp\":\"00:53:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:53:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right, chris, it says job site.\",\"timestamp\":\"00:54:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where you would put in, say, cap rate, 77 Huntley, or any other, you know, any other clients' information.\",\"timestamp\":\"00:54:03\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If it was home for matting, then you would put H-O-M-E, and then, or H-E-O-M.\",\"timestamp\":\"00:54:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But for the job site, why put the customer name?\",\"timestamp\":\"00:54:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Why not just put the address only?\",\"timestamp\":\"00:54:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, it's like you said, sometimes the buildings get sold, so if you take a cap rate and it goes to ABC Company, then ABC Company is, and it's more for grouping revenues against expenses, so that you can actually get profit and loss statements for a particular project.\",\"timestamp\":\"00:54:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so in terms of, like, if we have...\",\"timestamp\":\"00:54:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To push something from FileMaker into that job site drop-down menu, what's getting pushed from FileMaker?\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, this is where the dilemma kind of is, and we were saying take the client ID number and the address.\",\"timestamp\":\"00:55:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you put both into the one job site and to say, like, is there a different place for address or customer ID in Sage?\",\"timestamp\":\"00:55:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"A customer, yeah.\",\"timestamp\":\"00:55:28\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So customer is the customer.\",\"timestamp\":\"00:55:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, when we create the projects in Sage, we can call it whatever we want.\",\"timestamp\":\"00:55:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it was building number 541, then we could use building 541 instead of any address, right?\",\"timestamp\":\"00:55:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It just, it has to be a distinct number.\",\"timestamp\":\"00:55:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"determining what Sean's going to use to pull from.\",\"timestamp\":\"00:55:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker into Sage, I think that's the easier way to do it at this point.\",\"timestamp\":\"00:56:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, could you full screen this one that you're on now, just so we can see the full image of it, or move it a bit more to the right?\",\"timestamp\":\"00:56:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want to see the full, like, how it looks, because on the top left, I think we had some other stuff that was there, too.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you also?\",\"timestamp\":\"00:56:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think job site should just be the address only, right?\",\"timestamp\":\"00:56:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, maybe address and unit number.\",\"timestamp\":\"00:56:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You can do that here, because we know who the customer is going to be.\",\"timestamp\":\"00:56:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just if you need to do any kind of profit loss, you'll only be able to do it by building and not by client and building.\",\"timestamp\":\"00:56:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so in terms of Sage, to look back, that's how you kind of group it together?\",\"timestamp\":\"00:56:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's from the job site?\",\"timestamp\":\"00:56:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And the client.\",\"timestamp\":\"00:56:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And the client.\",\"timestamp\":\"00:57:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:57:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"For suites, it's not as important because we can't take the inventory and split it up into every single suite.\",\"timestamp\":\"00:57:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you know what I mean?\",\"timestamp\":\"00:57:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you buy 15,000 feet of plank, we can't separate that plank into all the different suites that it's going into that's getting to the minutiae, and that would require an inventory system.\",\"timestamp\":\"00:57:13\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, I know.\",\"timestamp\":\"00:57:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to just simplify the push here to see what needs to get pushed exactly because in terms of us looking back into Sage to see profits and losses, I don't think we need all that because all the information is in FileMaker.\",\"timestamp\":\"00:57:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The expenses aren't in FileMaker, but I understand from a suites perspective, it's unimportant, and only the address would be important.\",\"timestamp\":\"00:57:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're getting into big...\",\"timestamp\":\"00:57:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Buildings and things like that, at the end of the job, you might want to look at it and say, okay, what did we do on this job?\",\"timestamp\":\"00:58:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If in six months, they sell the building and go, okay, we're going to redo the entire building, then you're still using the same project address.\",\"timestamp\":\"00:58:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you at that point, you can't split revenues and expenses, it becomes more difficult.\",\"timestamp\":\"00:58:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But if they have profit and loss statements on a job by job basis aren't important, then, you know, they you can just push the address.\",\"timestamp\":\"00:58:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think we have to push the address, the unit number, and the customer and the total.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So and the SA number.\",\"timestamp\":\"00:58:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's five things.\",\"timestamp\":\"00:58:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I understand.\",\"timestamp\":\"00:58:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So after you put in the job, say, what do you do now?\",\"timestamp\":\"00:58:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So put unit one, then you put in the amount?\",\"timestamp\":\"00:59:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, you would pick your job site, then you would just go over to description, put in PO number 1234567, and then tab over to the amount, put the amount in.\",\"timestamp\":\"00:59:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The tax code can be set up by client, but you can manually enter that as well, and then the amount gets entered, and then it shows up as the subtotal at the bottom.\",\"timestamp\":\"00:59:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you want to add a separate freight fee in, you can, we don't, and then the tax amount shows up, and the total amount, and your terms are on the left.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"One more question.\",\"timestamp\":\"00:59:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need the PO number?\",\"timestamp\":\"00:59:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we just put the quote number?\",\"timestamp\":\"00:59:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what we're thinking, is instead of pushing the PO number, maybe we can push the PO, the quote number, and the PO, if there is a...\",\"timestamp\":\"00:59:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But do we need the PO number in terms of like our Sage?\",\"timestamp\":\"01:00:01\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, do we really need to have it in there as a pushed item?\",\"timestamp\":\"01:00:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely not, because we can always revert back to FileMaker to find that information.\",\"timestamp\":\"01:00:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think it's better not to push it then, because there's no point.\",\"timestamp\":\"01:00:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just the less we push, the better, I think.\",\"timestamp\":\"01:00:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it'll be a lot faster if we're just pushing as you suggest five items versus 15, you know.\",\"timestamp\":\"01:00:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the shipping address would be helpful, though, honestly.\",\"timestamp\":\"01:00:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to the customer box, put in the shipping address is the line item, and that comes from the address, yeah, the address, and then the unit number becomes the next line, and city becomes the next line.\",\"timestamp\":\"01:00:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"City and province is the next line.\",\"timestamp\":\"01:00:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you following me, Sean?\",\"timestamp\":\"01:00:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-hmm.\",\"timestamp\":\"01:00:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:00:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"time.\",\"timestamp\":\"01:00:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\".\",\"timestamp\":\"01:00:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where I'm a bit confused.\",\"timestamp\":\"01:01:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need to have like a drop down menu for the address or can it just be a random address that FileMaker can push into Sage or do we need to have it from a list?\",\"timestamp\":\"01:01:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, the shipping address, we don't set them up.\",\"timestamp\":\"01:01:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They're manually entered every time.\",\"timestamp\":\"01:01:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of pushing the data over, how does that work?\",\"timestamp\":\"01:01:16\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter whether it's just an address that gets copy pasted or does need to be like a drop down menu?\",\"timestamp\":\"01:01:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, doesn't need this is this drop down menu comes from your customer in Sage, but this could be set to whatever you want.\",\"timestamp\":\"01:01:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:01:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But this is irrelevant.\",\"timestamp\":\"01:01:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is a Sage thing.\",\"timestamp\":\"01:01:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We push directly.\",\"timestamp\":\"01:01:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can push directly to this field.\",\"timestamp\":\"01:01:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:01:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So whatever the address is on our invoice will just get pushed automatically into Sage as the address and the unit number.\",\"timestamp\":\"01:01:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the address, unit number, province and city and province.\",\"timestamp\":\"01:01:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's seven things and that they get.\",\"timestamp\":\"01:01:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need the city though?\",\"timestamp\":\"01:02:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or just the province?\",\"timestamp\":\"01:02:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just the province.\",\"timestamp\":\"01:02:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's six things that have to get pushed.\",\"timestamp\":\"01:02:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"City is helpful.\",\"timestamp\":\"01:02:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Province is critical, right?\",\"timestamp\":\"01:02:08\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:02:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that for auditing purposes, they can see, okay, we shipped to Ontario.\",\"timestamp\":\"01:02:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We shipped to Alberta.\",\"timestamp\":\"01:02:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We shipped to wherever so that they can calculate the tax rate for CRA purposes.\",\"timestamp\":\"01:02:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then, so once you finish all that, you click process.\",\"timestamp\":\"01:02:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what happens?\",\"timestamp\":\"01:02:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It gets posted to the client.\",\"timestamp\":\"01:02:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think if it's the API doesn't, there's no, that doesn't happen in the API.\",\"timestamp\":\"01:02:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They set the values and that means it's done.\",\"timestamp\":\"01:02:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the only other thing that we\",\"timestamp\":\"01:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What could happen is that it can return errors, like it can say, like you can't do that, like this does here, when I try to process this, if I do that in the API, we'll get a similar error, because we don't know what that is, or we're missing something.\",\"timestamp\":\"01:03:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So when the data gets uploaded to Sage, will there be a checkpoint before it's actually allowed to import, kind of thing?\",\"timestamp\":\"01:03:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we can go through everything one by one and go, yes, that's right.\",\"timestamp\":\"01:03:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:03:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Everything's right.\",\"timestamp\":\"01:03:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then click it transfers the data.\",\"timestamp\":\"01:03:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"What we talked about last time was giving you a dashboard.\",\"timestamp\":\"01:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So yeah, I mean, based on the items that you are prepared to push, you know, you could go through those elements in the dashboard and check that everything's ready.\",\"timestamp\":\"01:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And also if you push them and there's an error, it will show you that there was an error.\",\"timestamp\":\"01:03:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not like a guessing game thing.\",\"timestamp\":\"01:03:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should be clear to you that...\",\"timestamp\":\"01:03:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It created, from the six items you tried to push, either created six or, you know, created five and there were one error or whatever combination of problems there was.\",\"timestamp\":\"01:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:04:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The error is also reported, just like here, if there's something missing, you should see, oh, you're missing whatever you're missing.\",\"timestamp\":\"01:04:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you try to push an item with blank lines, it's like if you tried to push FileMaker Invoice with blank lines, you can't do that because it's not, you just can't.\",\"timestamp\":\"01:04:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it's, Sage won't accept it, so you'll get the same error.\",\"timestamp\":\"01:04:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:04:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, Sean, quick question.\",\"timestamp\":\"01:04:36\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"When you push, let's say, three invoices over to Sage, would you have to click process on each one individually, one at a time?\",\"timestamp\":\"01:04:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or would they get processed all three?\",\"timestamp\":\"01:04:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"could, but the idea was to give the option, the dashboard of pushing the entire set.\",\"timestamp\":\"01:04:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, for sure.\",\"timestamp\":\"01:04:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think that's better.\",\"timestamp\":\"01:04:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can check in on FileMaker.\",\"timestamp\":\"01:04:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"First, make any necessary changes.\",\"timestamp\":\"01:05:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once everything's correct in FileMaker, then push it forward to Sage.\",\"timestamp\":\"01:05:01\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So the dashboard essentially just has to show those six things, the client ID, address, unit number, province, and the subtotal?\",\"timestamp\":\"01:05:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, the dashboard will, I mean, I can make it so the dashboard allows you to navigate to the finished invoice or to any page if you wanted to.\",\"timestamp\":\"01:05:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Right, yeah, that's a good idea.\",\"timestamp\":\"01:05:28\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it should be able to navigate to the invoice for sure.\",\"timestamp\":\"01:05:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I think for the dashboard to actually show like line by line, just to show those six items as well, just so we can quickly glance at it without having to go into the actual invoice.\",\"timestamp\":\"01:05:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:05:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to make sure it's like all what we want to get pushed is going to get pushed.\",\"timestamp\":\"01:05:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:05:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"As opposed to having to manually click into the actual invoice to see it more visually.\",\"timestamp\":\"01:05:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"from the dashboard.\",\"timestamp\":\"01:06:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes sense.\",\"timestamp\":\"01:06:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the idea.\",\"timestamp\":\"01:06:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how I understood it.\",\"timestamp\":\"01:06:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"sounds really good.\",\"timestamp\":\"01:06:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going to save us a lot of time, I think.\",\"timestamp\":\"01:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are usually easy return on investment.\",\"timestamp\":\"01:06:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:18\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:06:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then when receipts are received, Emma's going to post them in Sage and then they go back to FileMaker or should she post them in FileMaker and they go up, the receipts go up daily.\",\"timestamp\":\"01:06:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"with a daily upload.\",\"timestamp\":\"01:06:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's up to you.\",\"timestamp\":\"01:06:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever's easiest for you.\",\"timestamp\":\"01:06:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think we need the receipts in FileMaker, to be honest.\",\"timestamp\":\"01:06:43\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If you're going to post it manually once, you may as well post it directly into Sage, I think.\",\"timestamp\":\"01:06:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"What I'm saying is have the information flow back from Sage to FileMaker so that if you guys want to look and say, okay.\",\"timestamp\":\"01:06:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, did that invoice get paid?\",\"timestamp\":\"01:07:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you guys could look in FileMaker and go, oh yeah, they paid.\",\"timestamp\":\"01:07:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you certainly can do that.\",\"timestamp\":\"01:07:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can give you a way to pull any recent invoices and tie them or any recent receipts and tie them back to their related FileMaker invoices.\",\"timestamp\":\"01:07:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a pretty common request.\",\"timestamp\":\"01:07:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way you know in FileMaker if it was paid or not.\",\"timestamp\":\"01:07:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:07:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whether or not you're using FileMaker for your aging, I assume you use Sage, but I mean, you can still have that aging information in FileMaker.\",\"timestamp\":\"01:07:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But we can pull it from Sage if we need to.\",\"timestamp\":\"01:07:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it has to bounce back to FileMaker.\",\"timestamp\":\"01:07:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not something we're going to check on.\",\"timestamp\":\"01:07:43\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like the people doing the quotes are different than the people doing the accounting.\",\"timestamp\":\"01:07:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't, they don't have to, you know, bounce back and forth.\",\"timestamp\":\"01:07:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no need.\",\"timestamp\":\"01:07:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:07:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we don't need to tackle that right now anyways.\",\"timestamp\":\"01:07:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I can, if you guys decide you do want those back in FileMaker, we can always.\",\"timestamp\":\"01:07:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:07:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just continue working the way I was anyways.\",\"timestamp\":\"01:08:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we've got to get vendors and bills, obviously, pushed out.\",\"timestamp\":\"01:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then customers and invoices pushed out as like, you know, that's like the initial phase.\",\"timestamp\":\"01:08:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you guys want to do anything else with this in the future, we can obviously do that as we need to do that.\",\"timestamp\":\"01:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One last question.\",\"timestamp\":\"01:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know why I didn't think of this at the beginning, but as far as matching customers, because we don't know, do the names in customers and vendors is a big thing.\",\"timestamp\":\"01:08:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you've got customers now in FileMaker, you've got customers in Sage and the same thing with vendors.\",\"timestamp\":\"01:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've got your installers, crews, whatever you want to call them in FileMaker, and we've got your vendors in Sage.\",\"timestamp\":\"01:08:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"once again, Have\",\"timestamp\":\"01:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do we want to match those names up?\",\"timestamp\":\"01:09:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I'm assuming they're not all the same.\",\"timestamp\":\"01:09:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think the way you did the installer dropdown menu, we'll have to make one like that for the customers and just start putting in new customer IDs for everybody.\",\"timestamp\":\"01:09:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can use the existing one and just modify it.\",\"timestamp\":\"01:09:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But what we don't want to do is we want to make sure that they're matched up initially so that we don't create what you perceive as duplicates.\",\"timestamp\":\"01:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because if I push out, if you have a client, you know, named Evolution Technologies in Sage and a client named Evolution Tech in, it's going to say to create a new one, even simple things like a period at the end of like if you had Evolution Tech Co.\",\"timestamp\":\"01:09:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You're right.\",\"timestamp\":\"01:09:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Take all the guys from Sage and make a new list into FileMaker based off the Sage customer ID from now.\",\"timestamp\":\"01:09:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's so many customers in Sage that we don't do business with anymore.\",\"timestamp\":\"01:10:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's okay.\",\"timestamp\":\"01:10:05\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter just to have it because it needs to match Sage.\",\"timestamp\":\"01:10:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the thing.\",\"timestamp\":\"01:10:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to say probably the first 200 customers that are in Sage right now were created from...\",\"timestamp\":\"01:10:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, doesn't.\",\"timestamp\":\"01:10:19\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The list can be 10,000.\",\"timestamp\":\"01:10:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter, but we need that data just to match.\",\"timestamp\":\"01:10:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What if I, is there, let me see what's in FileMaker.\",\"timestamp\":\"01:10:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I were to pull all the clients from, there's only 366, 363 clients in FileMaker.\",\"timestamp\":\"01:10:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if I was to pull a list from Sage, and it doesn't even need be a list you can see.\",\"timestamp\":\"01:10:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a list that I know what the Sage IDs are.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would somebody, would you be okay going through your FileMaker list and matching up the existing customers?\",\"timestamp\":\"01:10:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would be one way to do a good match.\",\"timestamp\":\"01:10:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Of the existing customers.\",\"timestamp\":\"01:10:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then moving forward, we'll assume that all new clients will...\",\"timestamp\":\"01:10:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would it be safe to say that all new clients would be entered into FileMaker and then subsequently pushed to Sage after that initial matching is done?\",\"timestamp\":\"01:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:11:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that sound like a good approach to making sure that we're all matched up?\",\"timestamp\":\"01:11:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Same thing with the vendor.\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:11:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll do the same thing exactly for the vendors.\",\"timestamp\":\"01:11:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm assuming your vendor list is smaller in FileMaker.\",\"timestamp\":\"01:11:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, I know it's pretty small.\",\"timestamp\":\"01:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can use your existing.\",\"timestamp\":\"01:11:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already created a vendor table in FileMaker during the last project.\",\"timestamp\":\"01:11:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can use that same table.\",\"timestamp\":\"01:11:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just need to go into it and match up the vendors from Sage to the vendors as they exist in that list.\",\"timestamp\":\"01:11:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Chris, are we just doing the pay-in?\",\"timestamp\":\"01:11:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Installer right now to push, to push the vendors is a lot more complicated.\",\"timestamp\":\"01:12:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, to push the vendors.\",\"timestamp\":\"01:12:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was referring to the installers as vendors, though.\",\"timestamp\":\"01:12:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, I took it as installers.\",\"timestamp\":\"01:12:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we're not going to push the vendors or the bills from FileMaker.\",\"timestamp\":\"01:12:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't make sense.\",\"timestamp\":\"01:12:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Those will just get manually inputted from, from Sage.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:12:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't let the robots do everything, Jo.\",\"timestamp\":\"01:12:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We still need to have a job.\",\"timestamp\":\"01:12:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, come on.\",\"timestamp\":\"01:12:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it's all doable.\",\"timestamp\":\"01:12:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, again, it might be one of something that, you know, once we get this all done, maybe another project down the line.\",\"timestamp\":\"01:12:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's up to you guys.\",\"timestamp\":\"01:12:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything we can do to, you know, streamline your process.\",\"timestamp\":\"01:12:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the thing is with the vendors, we have to input it manually either into FileMaker, into Sage.\",\"timestamp\":\"01:12:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So we may as well just go direct to Sage.\",\"timestamp\":\"01:12:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't make sense to push it into FileMaker.\",\"timestamp\":\"01:12:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:12:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:12:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"01:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:12:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There is one more thing, Sean, since we have you on the line.\",\"timestamp\":\"01:12:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just speeding up QMS, if you have any ideas just to help make it a bit snappier, quicker.\",\"timestamp\":\"01:13:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I know our computers are also not the for an upgrade.\",\"timestamp\":\"01:13:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Have you guys tried using WebDirect?\",\"timestamp\":\"01:13:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"No, is that just the web version of QMS?\",\"timestamp\":\"01:13:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, and it tends to run faster because FileMaker tries to offload a lot of the performance to the desktop.\",\"timestamp\":\"01:13:16\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:13:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so with WebDirect, everything's done at the server, and it tends to feel a lot snappier.\",\"timestamp\":\"01:13:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there a link or something you can send us just so we can try it out?\",\"timestamp\":\"01:13:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I mean, here's the thing.\",\"timestamp\":\"01:13:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I asked you if you'd tried it before because I don't know who built this originally, and there are some, so just keep in mind, like, if we do go to WebDirect, I can just tell you up front that, like, not everything works exactly the same.\",\"timestamp\":\"01:13:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you didn't consider that when you were building something, there are...\",\"timestamp\":\"01:13:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There some exceptions in WebDirect.\",\"timestamp\":\"01:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we'd really, I can turn it on and I can give it to you, but I'll just tell you up front, like, you'd need to tell me like, hey, this isn't working and I can fix it so that it will.\",\"timestamp\":\"01:14:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's just something that will happen.\",\"timestamp\":\"01:14:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can almost guarantee it because every time I've done this in the past for someone, but it'll, you know, it'll at least give you an, it'll give you the, an expectation for the difference.\",\"timestamp\":\"01:14:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There are some subtle differences as well, both performance wise and like how it works because it's a web based.\",\"timestamp\":\"01:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't like one particular thing.\",\"timestamp\":\"01:14:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"People tend to notice when you go to WebDirect, you can't open windows like you kind of can in FileMaker.\",\"timestamp\":\"01:14:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you can have multiple windows.\",\"timestamp\":\"01:14:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that might be a deal breaker then.\",\"timestamp\":\"01:14:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, you, you can do it, but it's not, why don't you just open it up and you can check it out and then whatever you feel\",\"timestamp\":\"01:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, the other thing that can do is like some of your layouts tend to have calculated fields on them.\",\"timestamp\":\"01:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if we can figure out how to remove those, that will speed up your experience.\",\"timestamp\":\"01:15:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you just tell me like, hey, this layout's slow, then I'll tell you, okay, well, we need to remove this and I need to index this field.\",\"timestamp\":\"01:15:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's a way to get, you know, to solve that.\",\"timestamp\":\"01:15:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I imagine most of your slowness and frustration is on these list views where you're trying to open up like a quote here.\",\"timestamp\":\"01:15:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And as you scroll, it kind of is herky jerky because there's calculated values on there.\",\"timestamp\":\"01:15:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what's happening.\",\"timestamp\":\"01:15:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think Peter got rid of some of those calculated values, but there's probably, yeah, like you said, there's more to get rid of.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, anytime you see that, like when I'm scrolling right now, I get to the wheel of death here.\",\"timestamp\":\"01:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, guys can't look at that, but when.\",\"timestamp\":\"01:15:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know exactly, this is a pretty common thing, depending on how it was built.\",\"timestamp\":\"01:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's like, if I see this like before tax, let me show you.\",\"timestamp\":\"01:16:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's just those like extra two, three second delays, like over the day they do add up and- so this- Sometimes you just want to get- This field right here, this before tax field, I'm sure that that's probably not indexed.\",\"timestamp\":\"01:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then on top of that, what you've done is just looking at this and my initial impression is.\",\"timestamp\":\"01:16:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"that perform tax, right, that quote, subtotal is probably the problem.\",\"timestamp\":\"01:16:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And on top of that, there's this conditional formatting that's been put on that.\",\"timestamp\":\"01:16:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's reading it again here.\",\"timestamp\":\"01:16:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're getting, and this is what's called round tripping in FileMaker and something that FileMaker is really not very good at.\",\"timestamp\":\"01:16:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"wish you would fix this performance, these, yeah, this is more than twice as one, two.\",\"timestamp\":\"01:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's round tripping five times and that's what you're getting with that.\",\"timestamp\":\"01:17:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, the fix for that is to actually index those values is to figure out how to index those values.\",\"timestamp\":\"01:17:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can do that.\",\"timestamp\":\"01:17:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, I'm sure like, get rid of it, right?\",\"timestamp\":\"01:17:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If yeah, if you get rid of this, if I can move this, what I can do is just to show you the difference on my end.\",\"timestamp\":\"01:17:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you, you can see my screen, right?\",\"timestamp\":\"01:17:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I just hide this, just even temporarily, we'll probably should see a huge performance gain.\",\"timestamp\":\"01:17:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if we don't, then it's something else is going on, but yeah.\",\"timestamp\":\"01:17:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause hiding that, I don't think it's going to kill us.\",\"timestamp\":\"01:17:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"can always click on the quote itself to, to look at the subtotal.\",\"timestamp\":\"01:17:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"we need to act like you see it, right?\",\"timestamp\":\"01:17:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's still, yeah, it's still a little clunky.\",\"timestamp\":\"01:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's something else going on.\",\"timestamp\":\"01:17:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You really, you have to kind of go through all the fields on here and decide like, what is.\",\"timestamp\":\"01:17:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, whatever that is really on, because this for Rite, it is, you the We can definitely do some performance, you know, if it's just a list, just keep you on this and then figure out how to get those, those index index.\",\"timestamp\":\"01:18:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Get rid of the category and the quote by, that might help a lot, actually, because we don't use those two fields at all.\",\"timestamp\":\"01:18:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no point to see it.\",\"timestamp\":\"01:18:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Wait, wait, I actually see.\",\"timestamp\":\"01:18:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I use those.\",\"timestamp\":\"01:18:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:18:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't necessarily have to be on this.\",\"timestamp\":\"01:18:56\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but they have very helpful if they're on the quote page.\",\"timestamp\":\"01:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're on the quote page, but there's no need for go through these and see if they're, if you're going to, let me, let me take a look at this.\",\"timestamp\":\"01:19:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at a brief look at this and see what the best, because I need to look at the schema and see if there may not be any value to taking those off.\",\"timestamp\":\"01:19:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the thing.\",\"timestamp\":\"01:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if there's no value for taking them off and you actually do use them, I don't want to do that to you.\",\"timestamp\":\"01:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:19:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me see what, what the high, what the lowest hanging fruit to get these speed up, this sped up is, and we'll, we'll kind of go from there.\",\"timestamp\":\"01:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:19:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll just, I'll just tell you, Hey, if I take these two fields off or if I index, there may be a way for me to index these quickly.\",\"timestamp\":\"01:19:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not even the, that you don't even notice.\",\"timestamp\":\"01:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"01:19:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:19:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:19:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause even, yeah, the category of the quote, Bob, we don't need those.\",\"timestamp\":\"01:19:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"don't, personally, I think it's not necessary on this page anyways.\",\"timestamp\":\"01:19:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, they look like they're indexed.\",\"timestamp\":\"01:19:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I can see here.\",\"timestamp\":\"01:19:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If they're set in this table, see, these are both on this table, so I can tell you right off the bat that removing these is going to give you zero gain.\",\"timestamp\":\"01:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything that's flat, so whenever you see this double period thing, that is more likely a problem, but in calculated, it's mostly this one, maybe sweet.\",\"timestamp\":\"01:20:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those all look like they're, let me just, let me look at it.\",\"timestamp\":\"01:20:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only a few on here.\",\"timestamp\":\"01:20:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not going to take me very long to do that.\",\"timestamp\":\"01:20:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"01:20:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'll figure out the best way to apply that.\",\"timestamp\":\"01:20:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't look like it's that hard to tackle that scenario, and if this is the major source of the bonus frustration, let's just fix that.\",\"timestamp\":\"01:20:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, sounds good.\",\"timestamp\":\"01:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right, guys.\",\"timestamp\":\"01:20:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know you don't feel good.\",\"timestamp\":\"01:20:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry, this meeting went longer than is there like a sandbox we can test your the new system in or like, so I know in terms of testing, and it's going to take some back and forth for sure to get everything ironed out.\",\"timestamp\":\"01:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, there will be.\",\"timestamp\":\"01:21:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what we can do when you're so this machine here, this Windows machine.\",\"timestamp\":\"01:21:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we can use that is as sandbox entirely.\",\"timestamp\":\"01:21:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is where I did the development.\",\"timestamp\":\"01:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can continue, we can leave this open.\",\"timestamp\":\"01:21:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, it costs a little, but I'm, I'm fine leaving that open until we get that, you know, can we get you at least through that.\",\"timestamp\":\"01:21:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the other thing is, is you can, we can also probably just move up, like a copy of your current solution to here.\",\"timestamp\":\"01:21:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that way you can test against your live actual data.\",\"timestamp\":\"01:21:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just testing against the sample file right now, which tells me that things are connected and pushed, but won't give us yeah.\",\"timestamp\":\"01:21:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:21:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's better to test real data.\",\"timestamp\":\"01:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:22:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need to know that it works against your actual data and it works against your actual file in particular.\",\"timestamp\":\"01:22:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"01:22:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what we'll do.\",\"timestamp\":\"01:22:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll just keep moving forward like that.\",\"timestamp\":\"01:22:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One other thing, and I don't know, the other thing that we could do, and this is just nothing to commit to today, just something to mull over.\",\"timestamp\":\"01:22:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I have a lot of clients do this with QuickBooks desktop as well because it doesn't really exist in the cloud.\",\"timestamp\":\"01:22:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could host your Sage on a remote device as well, like this, like I have it here, essentially.\",\"timestamp\":\"01:22:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just something to keep in mind, like if you, cause I don't know how you guys are using that.\",\"timestamp\":\"01:22:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you ever need to access it remotely, like if I'm on a Mac right now, I can't access your Sage at all.\",\"timestamp\":\"01:22:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But since this is not a remote machine, if we had all of your Sage accounting and FileMaker installed.\",\"timestamp\":\"01:22:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"could use FAMC.\",\"timestamp\":\"01:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"consulting Thaler.\",\"timestamp\":\"01:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could then, like I have here, give you a place where you can log into a remote desktop and use it that way.\",\"timestamp\":\"01:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That is a relatively common thing with QuickBooks desktop, and this is a very similar scenario.\",\"timestamp\":\"01:23:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So at some point, if you ever wanted to move to a setup like this, it's something to consider.\",\"timestamp\":\"01:23:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a good idea if we all work from home one day, like I am now.\",\"timestamp\":\"01:23:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, the primary access is if you're not in the office where Sage is, you can log into this, and you have a desktop that's ready to go.\",\"timestamp\":\"01:23:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's already connected.\",\"timestamp\":\"01:23:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything's in one place.\",\"timestamp\":\"01:23:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just keep in mind, like I said, I don't want to move anything or talk about that until we get everything working.\",\"timestamp\":\"01:23:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let's get all that going, and then if you guys decide you want to do phase twos, phase threes, whatever you want to do, I'm here to help.\",\"timestamp\":\"01:23:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, think right now that we just log in remotely ourselves, either through TeamView or Google Chrome Remote Desktop, but having it set up on.\",\"timestamp\":\"01:23:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, third party computer, might be the way to go.\",\"timestamp\":\"01:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, so you're kind of doing it that same way as it is now.\",\"timestamp\":\"01:24:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but we're using our computer from the office, but let's say that's down or something.\",\"timestamp\":\"01:24:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's nice to have a backup or something, right?\",\"timestamp\":\"01:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It could be the case.\",\"timestamp\":\"01:24:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The problem is there that if it goes down, you don't, the files on the remote machine, there'd be no way to get to it.\",\"timestamp\":\"01:24:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'd have to be backing it up all the time.\",\"timestamp\":\"01:24:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then once you make the changes on the other end, that's kind of the problem with these desktop apps, is that the file itself is the database.\",\"timestamp\":\"01:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no, it's not like FileMaker where it's hosted in the cloud and you've always had access to it.\",\"timestamp\":\"01:24:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It is itself and its own entity.\",\"timestamp\":\"01:24:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it's just a thing that exists somewhere.\",\"timestamp\":\"01:24:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you lose access to that thing, then you're stuck, right?\",\"timestamp\":\"01:24:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just can't get to it.\",\"timestamp\":\"01:24:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if you had a separate machine, you don't have access to the data because that's its own, it's all one thing, right?\",\"timestamp\":\"01:24:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think\",\"timestamp\":\"01:24:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, Sean, to interrupt you again, but just for my own well-being, the data is all on JoAnne's computer, right, for now?\",\"timestamp\":\"01:25:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"01:25:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So where is it on?\",\"timestamp\":\"01:25:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Data is on our network, and I back it up onto a drive as well.\",\"timestamp\":\"01:25:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have a separate computer you're logging in via TeamViewer that this is all?\",\"timestamp\":\"01:25:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I, okay, so I have my desktop, and then Sage is on a network, so when I log in...\",\"timestamp\":\"01:25:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"File, the Sage file is on a network drive?\",\"timestamp\":\"01:25:38\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:25:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"01:25:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So I log into that, but then every day, every other day, I do a backup onto a local drive on my hard drive, drive H.\",\"timestamp\":\"01:25:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"01:25:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay?\",\"timestamp\":\"01:25:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Just so we have a backup, is that what you're interested to know, Chris?\",\"timestamp\":\"01:26:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just to see like how it works, the process, because I think it makes sense to do what Sean's saying, to have him host a remote computer.\",\"timestamp\":\"01:26:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Eventually, yes, for sure.\",\"timestamp\":\"01:26:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that way you can have access to it, like from your house, so Emma can access it anytime.\",\"timestamp\":\"01:26:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If we're in Vancouver to access it, it's just easier, anyone can access it, it's easier than having one computer.\",\"timestamp\":\"01:26:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But Emma can access from her computer.\",\"timestamp\":\"01:26:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I know, it's all on the network for now, but let's say we get rid of the network in a month or something, right?\",\"timestamp\":\"01:26:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If there is no network anymore, you know, I think this is probably better.\",\"timestamp\":\"01:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's all about whether you guys, it's the same thing with FileMakers.\",\"timestamp\":\"01:26:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's about if you want to manage this all or have it in the cloud.\",\"timestamp\":\"01:26:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, it's very common nowadays to put everything in the cloud just for ease of use.\",\"timestamp\":\"01:26:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, 99.99% up.\",\"timestamp\":\"01:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For sure.\",\"timestamp\":\"01:27:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Rarely goes down.\",\"timestamp\":\"01:27:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just for ease of use.\",\"timestamp\":\"01:27:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just for peace of mind, ease of use.\",\"timestamp\":\"01:27:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing we can do is set up automated backups.\",\"timestamp\":\"01:27:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a lot of different things we can do when we get to that point.\",\"timestamp\":\"01:27:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so Joe, right now you manually back it up, right?\",\"timestamp\":\"01:27:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, each week there's a backup feature on Sage.\",\"timestamp\":\"01:27:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sean, if you go to on the over Sage 50 premium accounting, if you go to file, there's a thing there that says backup.\",\"timestamp\":\"01:27:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Now you must be on a multiple user system.\",\"timestamp\":\"01:27:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It has to be on, where it says switch to single user, just below.\",\"timestamp\":\"01:27:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You would have to switch to single user and then that will allow you to do the backup.\",\"timestamp\":\"01:27:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's annoying.\",\"timestamp\":\"01:27:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"set that up.\",\"timestamp\":\"01:27:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You can't do it like automatically every week or every day.\",\"timestamp\":\"01:27:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You got to manually push a button to back it up.\",\"timestamp\":\"01:27:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I do it manually so that I can pick the drive that\",\"timestamp\":\"01:27:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If going to, I imagine there's a way that I could set it up once a week.\",\"timestamp\":\"01:28:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, I have trust.\",\"timestamp\":\"01:28:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have trust issues if I know I've done it myself and I know it's done.\",\"timestamp\":\"01:28:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, here's the thing, you know, you guys, if we want to set it up, we'll figure out, I'll figure out a way to do it.\",\"timestamp\":\"01:28:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can take snapshots too.\",\"timestamp\":\"01:28:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is we can take snapshots of the whole machine and store those.\",\"timestamp\":\"01:28:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's another way to do it.\",\"timestamp\":\"01:28:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I wouldn't worry about that part of it.\",\"timestamp\":\"01:28:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then here, the other thing is, is like, let me show you something.\",\"timestamp\":\"01:28:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So here's, I think I can show you this without getting anybody mad at me.\",\"timestamp\":\"01:28:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I wanted to show you some of my clients backups, but I don't think there's anything.\",\"timestamp\":\"01:28:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to think if there's anything I should, or I shouldn't show you, but, um, I think it's just their names.\",\"timestamp\":\"01:28:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can call them, I guess, if you want.\",\"timestamp\":\"01:28:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, so yeah, I mean, if you could see here, like here's, here's my client.\",\"timestamp\":\"01:28:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in their backup file, can see that these, this is actually, they host their QuickBooks file, the way I'm talking about.\",\"timestamp\":\"01:29:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they can actually go into the QuickBooks file, and they can see their backup.\",\"timestamp\":\"01:29:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's, you know, and if they need this backup, they can download it from here.\",\"timestamp\":\"01:29:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it, you know, that's how that works.\",\"timestamp\":\"01:29:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is, is we can even send you an email.\",\"timestamp\":\"01:29:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can set it up however you want.\",\"timestamp\":\"01:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you want it to be smarter than that, like if you wanted to say, hey, if no backups been made in 24 hours, send an email, we can do that.\",\"timestamp\":\"01:29:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just keep in mind, there's nowadays, there's no reason for you to be scared or limited by technology.\",\"timestamp\":\"01:29:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There should be, you know, infinite number of things we can use to put you at ease that\",\"timestamp\":\"01:29:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Things are happening that you expect.\",\"timestamp\":\"01:30:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, and I can tell you a number of some crazy other things that can be done nowadays.\",\"timestamp\":\"01:30:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's MCP servers, there's, there's, I mean, you literally go into something like Slack and say, Hey, how, when is our last backup?\",\"timestamp\":\"01:30:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like we can do things like that.\",\"timestamp\":\"01:30:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it is just, I mean, mind boggling the tools that we have, and not only just the tools, but the features that we have nowadays and how quickly the They can be implemented.\",\"timestamp\":\"01:30:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it's not just that you can do something in the old days.\",\"timestamp\":\"01:30:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"was possible to do those.\",\"timestamp\":\"01:30:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I say old days and talking about like 18 months ago, it was possible to do all these things, but now we can implement them that much faster because of, because of the, we'll call it AI, but that's an oversimplification, but I use that term just to, to make it clear.\",\"timestamp\":\"01:30:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, the AI, if you will, just so many features, so many.\",\"timestamp\":\"01:30:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Speed of use and different things we can implement nowadays.\",\"timestamp\":\"01:31:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, you know, it's crazy.\",\"timestamp\":\"01:31:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:31:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Reporting too.\",\"timestamp\":\"01:31:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'd love to talk to you guys about reporting someday.\",\"timestamp\":\"01:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You talked a little bit about reporting earlier and finding out, you know, where your, where your weak spots in and if there's different reporting things we can do, evaluating which job sites are profitable, which are not, you know, there's all kinds of different things that you can do.\",\"timestamp\":\"01:31:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, so yeah, which, even which products are profitable, not profitable.\",\"timestamp\":\"01:31:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, I have a flooring, another flooring contractor, you know, and they, they do a lot of reporting.\",\"timestamp\":\"01:31:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm pretty familiar with, with how that works and, you know, even reporting down to the different product types and, you know, as LVP versus hardwood versus carpet versus different things.\",\"timestamp\":\"01:31:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They, they have a bunch of reporting that they do just to see which sales guys are good at selling different things, which, which things are profitable.\",\"timestamp\":\"01:31:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll in the next\",\"timestamp\":\"01:31:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They can, and they can spin that up on their own.\",\"timestamp\":\"01:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, it's pretty crazy what you can do nowadays.\",\"timestamp\":\"01:32:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you run into that scenario, like, gosh, I really wish we could do X, feel free to ask and I'll, I'll let you know what we can do.\",\"timestamp\":\"01:32:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:32:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"01:32:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, Sean.\",\"timestamp\":\"01:32:18\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:32:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"01:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Have a good this afternoon.\",\"timestamp\":\"01:32:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Appreciate you.\",\"timestamp\":\"01:32:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:32:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Take care, Sean.\",\"timestamp\":\"01:32:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Looking forward to seeing it.\",\"timestamp\":\"01:32:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, Sean.\",\"timestamp\":\"01:32:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye-bye.\",\"timestamp\":\"01:32:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"01:32:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye-bye.\",\"timestamp\":\"01:32:29\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/699604159\"}"},"script":"Fathom | Incoming Log"} Result: {"response":{"scriptError":"0","recordId":"82","modId":"0"},"messages":[{"code":"0","message":"OK"}]} ------------------------- URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/f65228e4b59ad1312262479ba6b63bbad27ecf26497b1d4217f token:f65228e4b59ad1312262479ba6b63bbad27ecf26497b1d4217f Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"JoAnne Dover\",\"team\":null},\"completed\":false,\"description\":\"Email Sean SA# screenshot + Sage tax codes\/accounts\/items; then he builds prefs + 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total\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=2317.9999\",\"recording_timestamp\":\"00:38:37\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Implement installer bill push to Sage: vendor, address\/unit, province, date, bill#, total\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4080.9999\",\"recording_timestamp\":\"01:08:00\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Send Sage customer\/vendor lists to JoAnne; then she matches in FileMaker\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4235.9999\",\"recording_timestamp\":\"01:10:35\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean 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backups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/699604159?timestamp=4862.9999\",\"recording_timestamp\":\"01:21:02\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-06-04T20:35:45Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Define the FileMaker-to-Sage accounting integration workflow.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=389.0)\\n\\n## Key Takeaways\\n\\n - [**Integration Scope:** Automate pushing client invoices and installer bills from FileMaker (FM) to Sage. Vendor bills will remain a manual entry process.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=473.0)\\n - [**Workflow:** A new FM dashboard will list ready-to-push records. Pushing requires both FM and Sage to be open on the same machine due to Sage's legacy SDK.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=389.0)\\n - [**Data Push:** Invoices will push as single-line summaries to simplify the integration. Bills will push as detailed line items, using the existing installer pay tracker data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2167.0)\\n - [**Data Matching:** To prevent duplicates, Sean will pull existing Sage customer\/vendor lists into FM, requiring a one-time manual matching process before automation goes live.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n\\n## Topics\\n\\n### FileMaker Performance Optimization\\n\\n - [**Problem:** The QMS \\\"Quotes List\\\" layout is slow and \\\"herky-jerky\\\" when scrolling.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4531.0)\\n - [**Cause:** Unindexed calculated fields and conditional formatting create excessive \\\"round-tripping\\\" (repeated data processing).](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4587.0)\\n - [**Solution:** Sean will analyze the layout schema to identify the primary performance bottlenecks and propose the most effective fixes.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4744.0)\\n\\n### FileMaker-to-Sage Integration: Workflow & Data Push\\n\\n - [**Triggering Pushes:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=513.0)\\n - [**Invoices:** Pushing is triggered by entering an \\\"SA number\\\" in FM, confirming the job is finished and the invoice is ready.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=620.0)\\n - [**Bills:** Pushing is triggered by the act of creating the bill record in the FM installer pay tracker.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=736.0)\\n - [**Data Push Strategy:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Invoices:** To simplify the integration, invoices will push as single-line summaries.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Description:** The FM quote number.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Amount:** The invoice subtotal.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2328.0)\\n - [**Required Fields:** Client ID, address, unit, city, province, and total.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=3519.0)\\n - [**Bills:** Bills will push as detailed line items, leveraging the existing installer pay tracker data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2167.0)\\n - [**Job Site Management:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1280.0)\\n - [**Problem:** Inconsistent job site data entry in FM (some use a \\\"Building ID,\\\" others a freeform address) creates a risk of duplicate projects in Sage.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1280.0)\\n - [**Solution:** The integration will create a new Sage project for every unique address pushed from FM. This aligns with the current manual process and simplifies the automation logic.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1660.0)\\n\\n### Data Matching & Configuration\\n\\n - [**Customer & Vendor Matching:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Problem:** Inconsistent naming conventions between FM and Sage will cause the integration to create duplicate records.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Solution:** Sean will pull the full customer and vendor lists from Sage into FM. A one-time manual process is required to link existing records before automation begins.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [**Configuration Preferences:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1980.0)\\n - [**Requirement:** Sage requires specific IDs for items, tax codes, and accounts.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=1980.0)\\n - [**Solution:** Sean will build a preference table in FM for users to map FM data (e.g., province) to the correct Sage IDs.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2794.0)\\n\\n### Testing & Future Considerations\\n\\n - [**Testing:** A remote Windows machine will serve as a sandbox. A copy of the live QMS file will be used to test the integration with real data.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4860.0)\\n - [**Future Idea (Remote Sage Hosting):** Hosting Sage on a remote desktop could enable remote access and automated backups. This is a potential future project.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4934.0)\\n\\n## Next Steps\\n\\n - [**Sean:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2832.0)\\n - [Build the FM-to-Sage integration dashboard.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=674.0)\\n - [Create the preference table for mapping Sage IDs (item, tax, account).](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=2794.0)\\n - [Pull Sage customer and vendor lists into FM for manual matching.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n - [Analyze the QMS \\\"Quotes List\\\" layout and propose performance fixes.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4531.0)\\n - [Set up the remote Windows sandbox with a copy of the live QMS file.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4860.0)\\n - [**Chris & JoAnne:**](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=664.0)\\n - [Provide a screenshot of the \\\"SA number\\\" field in FM.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=664.0)\\n - [Manually match existing FM customers and vendors to their Sage counterparts once the lists are available.](https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX?tab=summary×tamp=4114.0)\\n\",\"template_name\":\"Enhanced\"},\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (JoAnne Dover)\",\"meeting_type\":null,\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-06-04T20:35:34Z\",\"recording_id\":152417767,\"recording_start_time\":\"2026-06-04T19:03:00Z\",\"scheduled_end_time\":\"2026-06-04T19:59:27Z\",\"scheduled_start_time\":\"2026-06-04T18:59:27Z\",\"share_url\":\"https:\/\/fathom.video\/share\/ek9-1zcsHJs8NWezsUs5ttwXzxkq1xKX\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (JoAnne Dover)\",\"transcript\":[{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey Sean, can you hear me?\",\"timestamp\":\"00:00:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I'm good man, how are you?\",\"timestamp\":\"00:00:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doing good, Chris.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's good.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm a bit under the weather, so I'm not going to participate too much in this meeting, but I thought I would just join in.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sorry, summertime sickness.\",\"timestamp\":\"00:00:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the worst, Lousy.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a sinus infection.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean Kruger, Jr.: Sorry.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I won't drag you into any conversations, then.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How have you been?\",\"timestamp\":\"00:01:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean I'm doing well.\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing pretty well.\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I can't complain.\",\"timestamp\":\"00:01:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's been a good year.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's good.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean So far.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I just texted Joanne to join the meeting, too.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Now I know you just sent the link.\",\"timestamp\":\"00:01:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You should also get it in your email, typically, but I just want to make sure you had it.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:01:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you so much.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean Yeah, she usually takes her lunch around this time, so maybe she's just in the back of the warehouse, but give us a minute here.\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How's the developing coming along for the accounting side?\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just stuck on those few questions I had.\",\"timestamp\":\"00:02:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, I've got it integrated.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've got a terminal tool that you can trigger.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just needed to make sure that I understand how to get some of those elements that I talked about.\",\"timestamp\":\"00:02:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I had a question for you.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"I think I'm on.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello, gents.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear me?\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, JoAnne.\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey.\",\"timestamp\":\"00:02:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't look like they can just had a quick question for you, Sean.\",\"timestamp\":\"00:02:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, shoot.\",\"timestamp\":\"00:02:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"When we integrate it, and let's see what but it should work here.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, Chris, can you hear me?\",\"timestamp\":\"00:02:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, can hear you.\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:02:48\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yes, we can hear you.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there something on here?\",\"timestamp\":\"00:02:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think she can hear us.\",\"timestamp\":\"00:02:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:55\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Her speaker is probably on silent.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How does our invoice go into your program?\",\"timestamp\":\"00:03:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hang on one second.\",\"timestamp\":\"00:03:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"me respond to now streaming live.\",\"timestamp\":\"00:03:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, JoAnne, did you join from your phone?\",\"timestamp\":\"00:03:21\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hang on.\",\"timestamp\":\"00:03:26\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I can't.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, one second.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to try to get her to join from her phone.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe that's going to work better.\",\"timestamp\":\"00:03:37\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, there's a number she can call into via phone.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me just send her the Zoom meeting by text.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Here we are.\",\"timestamp\":\"00:04:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Emma, you have to join us, right?\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you guys see us on phone?\",\"timestamp\":\"00:04:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, God.\",\"timestamp\":\"00:04:40\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Sean.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"How's everybody?\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:04:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, we're late.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us okay?\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Having some technical issues here.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Turning our volume up.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"How's that?\",\"timestamp\":\"00:05:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, guys.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:05:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't hear you.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:05:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you, Chris.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, we can't hear you.\",\"timestamp\":\"00:05:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"He's here somewhere.\",\"timestamp\":\"00:05:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I see him on my screen.\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't hear you, Sean.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"She was working a second ago.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you.\",\"timestamp\":\"00:05:51\"},{\"speaker\":{\"display_name\":\"JoAnne Dover\",\"matched_calendar_invitee_email\":null},\"text\":\"How come we can't hear you, Chris?\",\"timestamp\":\"00:05:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm no video.\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just trying to mute you because you're logged in two places and it sounds bad.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You sound like a ghost.\",\"timestamp\":\"00:06:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, Chris, what were you saying?\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already did it and you're all set.\",\"timestamp\":\"00:06:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I was a bit curious how the invoice goes from our system into your system into Sage.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, how does that process work?\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll be from FileMaker.\",\"timestamp\":\"00:06:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to have FileMaker and Sage open on the same machine.\",\"timestamp\":\"00:06:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's a legacy SDK integration is all they offer on that.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you have to have both applications open at the same time.\",\"timestamp\":\"00:06:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then it really depends on what you want to\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's the only stipulation that you'll have to have because that's how they talk to each other.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so like, yeah, do have to be on the invoice page?\",\"timestamp\":\"00:07:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"How does it work?\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't have to be on any particular page.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just, I don't know necessarily how you want to do it.\",\"timestamp\":\"00:07:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we can bring up a dashboard.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You haven't really told me what the, I mean, what the procedure is.\",\"timestamp\":\"00:07:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's, you know, I needed some questions answered regarding that, but anything that you want to happen can happen.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just the one thing that has to happen is you have to have QuickBooks and the, and Sage open.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Both applications have to be open to, so the data can exchange.\",\"timestamp\":\"00:07:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, yeah, yeah.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think a separate dashboard is good.\",\"timestamp\":\"00:07:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have to have.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I just have to understand at what point you need that to happen.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're saying.\",\"timestamp\":\"00:07:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're pushing invoices?\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was under the impression we pushing bills.\",\"timestamp\":\"00:08:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can push invoices, of course, but is it invoices and bills?\",\"timestamp\":\"00:08:04\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's invoices that we sent to the client.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And not bills?\",\"timestamp\":\"00:08:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and the bills to the subcontractor.\",\"timestamp\":\"00:08:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So you know that previous dashboard we made for the pay installer tracker?\",\"timestamp\":\"00:08:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll be for that as well.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to tell me what indicates in your system, because I'm not familiar with it, because I didn't build all of it, obviously.\",\"timestamp\":\"00:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I only know the parts that I know from working with the bill system.\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How, what indicates that something's paid so that I can add it into a dashboard and then push, have that push to Sage in a way that...\",\"timestamp\":\"00:08:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sense for you guys, like is there a sequence of events that you do?\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there a field that you set?\",\"timestamp\":\"00:09:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there something that indicates it's paid now?\",\"timestamp\":\"00:09:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do I know what's been paid in the system now versus what we'd be paying moving forward?\",\"timestamp\":\"00:09:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are you going to go through and push a button for each thing?\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you want some kind of automation so that you know what's been pushed previously?\",\"timestamp\":\"00:09:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those are the things I don't know and I don't know how you set that up currently.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's not available?\",\"timestamp\":\"00:09:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now it's all done manually.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the QMS FileMaker program creates the invoice and then Emma manually inputs that into the SAGE program based on their status.\",\"timestamp\":\"00:09:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do you know when it's time for, I'm sorry, did you say Emma to do that?\",\"timestamp\":\"00:09:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do you know now?\",\"timestamp\":\"00:09:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So what's happening now is Arianne, Chris, somebody will go and issue the invoice, they email the invoice to the client and copy myself and Emma, and then they put the invoice into a job folder on a public network that was sharing.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And how do they know when it's time to do that?\",\"timestamp\":\"00:10:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you would be the person that knows when the job's done.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to set a value in FileMaker that says the job's done.\",\"timestamp\":\"00:10:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that correct?\",\"timestamp\":\"00:10:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, correct.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We put in something called the SA number.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And that gives you like an invoice number.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's put into FileMaker?\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, put into FileMaker.\",\"timestamp\":\"00:10:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's called the SA number.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's just something we input manually to confirm.\",\"timestamp\":\"00:10:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"it's through that term.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"This\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"On our end that the invoice has been made.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you put this SA number, if you can kind of just send me a screenshot of that when you have a second, but, and I'll follow up with the email after this meeting of what, what you need to do.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But when you have that SA number, then that, I can assume then that we would put that into a list of dashboard elements that, that shows that that's ready to be invoiced.\",\"timestamp\":\"00:11:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you would be able to then push that to QuickBooks and, or I'm sorry, to QuickBooks, to Sage.\",\"timestamp\":\"00:11:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that would fall off the dashboard, assuming that would, that would work where you would have a list of elements.\",\"timestamp\":\"00:11:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You could push, you go into this dashboard, see all the items that have been recently added to the SA dashboard and update those.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the best way to do it.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there ever another situation, is there ever any situation where an invoice would need to be updated in Sage or is this just a one-time push?\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a one-time push.\",\"timestamp\":\"00:11:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If we have.\",\"timestamp\":\"00:11:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To go back and revise the thing manually, I think it's easier.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"just do it manually as opposed to doing it automatically.\",\"timestamp\":\"00:12:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say manually, you'll be doing, you'll be making those updates directly in Sage.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Not correct.\",\"timestamp\":\"00:12:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:12:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what about the bills?\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is it just the bill just ready to go as soon as it's input, like in the way in our new system?\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:12:24\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The second we hit send email, um, then yeah, it's usually good to go.\",\"timestamp\":\"00:12:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And there, there's no SA number for that one though, but we do have the invoice.\",\"timestamp\":\"00:12:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We do have like the installer.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fact that you're, you're, you're putting it in indicates to us that it's been, that it needs to go to Sage, correct?\",\"timestamp\":\"00:12:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, well, we can just use that because that the creation of the actual bill is actually done in FileMaker.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"we can just reference that.\",\"timestamp\":\"00:13:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a, there's a record that's stored in FileMaker for that.\",\"timestamp\":\"00:13:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that bill can then just be pushed through.\",\"timestamp\":\"00:13:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think like you said before.\",\"timestamp\":\"00:13:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, Sean, I just want to say one more thing when you when you do push it through to have like an option that shows like a box that gets ticked off saying it's been pushed to Sage so we know on our end that it has gone through.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure, You can do that.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can it be done in batches, Sean versus one at a time?\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, that's how I understand.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, that's how I understood.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's what the purpose of the dashboard is so that you know, you can see what's in there ready to push, you can push it, you can see what gets pushed and you can see any errors or exceptions or whatever.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can that step.\",\"timestamp\":\"00:13:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would tell you all of those different things.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Could we go over what's getting pushed on the invoice?\",\"timestamp\":\"00:14:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that was one of the questions.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So from the pay installers, we'll start with that one since you're more familiar with it.\",\"timestamp\":\"00:14:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you push that forward and it has a list of all the quote numbers on the invoice with the sites that the guys are doing the work in, can that information be put into SAGE and then extracted so it gets put to the project?\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They call it projecting.\",\"timestamp\":\"00:14:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the cost goes to a specific project in SAGE and then the revenue will also do the same thing.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if the installer does 10 different jobs, each job goes into its own.\",\"timestamp\":\"00:14:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, we already sort of discussed that.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That was one of the things that I had asked in the Viber thing.\",\"timestamp\":\"00:15:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think that the problem will be, you know, assuming we have to assume that your naming conventions are the same.\",\"timestamp\":\"00:15:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when we push this, keep in mind that computers are getting smarter in the age of AI, but we don't have a way of, like, noticing things that are different.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if your name isn't the same in FileMaker than it is in Sage, that's going to be a problem.\",\"timestamp\":\"00:15:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're going to get errors.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I had asked that question, you know, I don't know if you if you clarified that the names would be the same.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in that.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that case, then we have to sort that out.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever the solution is for that, I don't know, but it's not as, you know, it's always easier if the matching is there, and we don't have to do some kind of matching to make up for that.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you don't really have a organizational system that lends itself to like being, you know, like you don't have an ID, you don't have like a site registry in your system.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what we can do is I can pull all the sites from Sage and allow you to set them in the FileMaker database.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the one solution I have, I can think of that that would probably be the easiest solution would be to pull all the job sites from Sage so that you can actually actually set them in FileMaker when you're setting up the invoice rather even rather than doing whatever you're doing now, which is just like manually, I think you might be just manually inputting them.\",\"timestamp\":\"00:16:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe there's a list that I don't really\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So essentially replacing the list of whatever you're doing now with a list from that true related record in SAGE, does that sound like something that would work for you guys?\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm thinking that based on say the building number or something that's already in QMS, rather than create new on this, like having to compare from this side to this side.\",\"timestamp\":\"00:17:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So QMS and SAGE, that the QMS will just create everything new in the SAGE.\",\"timestamp\":\"00:17:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then all of the old projects can be archived or something like that, that are already set up.\",\"timestamp\":\"00:17:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying that we, that I can just ignore whatever's in SAGE and just create a new site?\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like the way it's based in SAGE is we put the, so if it's Capri.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll put Capri and then a hyphen and the job site address.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So then when Emma goes to post it, the revenue goes into that job site specifically.\",\"timestamp\":\"00:18:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I understand that part.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And how is it done in FileMaker?\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How is the site applied in FileMaker?\",\"timestamp\":\"00:18:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like what's the thought process for the site?\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are sites reused in some way?\",\"timestamp\":\"00:18:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It was a, yeah, it is actually set up as the building number so that when you duplicated quotes, the building number would carry forward and provide the address, the province service.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the only thing being input was the unit number.\",\"timestamp\":\"00:18:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we really only need who the work is being done, like build to and what the job site address is.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Job sites relate to companies?\",\"timestamp\":\"00:18:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, where the work is actually being performed.\",\"timestamp\":\"00:18:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you...\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We have hundreds of buildings that we work in, but 100 of those buildings might be all for the same client.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you'd have the same client name with 100 different addresses, like a ship to address is all different.\",\"timestamp\":\"00:19:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the job sites are related to the client.\",\"timestamp\":\"00:19:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:19:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we need to make sure that that same relationship is accomplished in FileMaker.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know that you guys have a client.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you guys keep a client list in FileMaker?\",\"timestamp\":\"00:19:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's just a freeform field.\",\"timestamp\":\"00:19:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you're doing any of that, nor are you storing the sites.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's, there's some, there's client lists there.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And there's also building installations or installation buildings as one of the tabs you can go into and you can create a building for each different site that we're working on.\",\"timestamp\":\"00:19:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In FileMaker?\",\"timestamp\":\"00:19:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right on the very front page.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You have the clients, right?\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"QMS, sorry, QMS.\",\"timestamp\":\"00:20:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me just open it up and I can tell you properly.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to the home page.\",\"timestamp\":\"00:20:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we talking about QMS West or the other QMS?\",\"timestamp\":\"00:20:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Toronto.\",\"timestamp\":\"00:20:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"They should both have it though.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have on this.\",\"timestamp\":\"00:20:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Like Sean said, it is more freeform.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like a dropdown menu that's actually connected to anything.\",\"timestamp\":\"00:20:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's more just, it's pretty basic.\",\"timestamp\":\"00:20:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to customer list.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:20:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a whole client list there.\",\"timestamp\":\"00:20:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go to installation building, there's also a number of buildings also set up in there.\",\"timestamp\":\"00:20:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see the client list and how, but there's no way to, there's no.\",\"timestamp\":\"00:20:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sites related to the clients themselves.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, but if you go to the installation building there, it does relate back.\",\"timestamp\":\"00:21:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Open up the building details.\",\"timestamp\":\"00:21:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The A slash C is the client number.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I did want to add one more thing to that, just full transparency.\",\"timestamp\":\"00:21:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes we'll make a quote and there won't be a building ID.\",\"timestamp\":\"00:21:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll just manually type in a manual address and not add it to that list.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's where process becomes important that we, that's part of the step that we have to do now.\",\"timestamp\":\"00:21:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I don't know if there's a way to pull the data from just from the address and the unit number without having a list.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Say that again, Chris.\",\"timestamp\":\"00:21:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a way to pull the data from the address and from the unit number, as opposed to using the building ID.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you need to show me what you're actually entering it in as you're talking about when you're creating this invoice or this quote, or I don't really know how you do all that.\",\"timestamp\":\"00:22:02\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, we make a quote first, so then the address will be whatever it is, wherever the job is, and then we'll invoice it.\",\"timestamp\":\"00:22:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they'll manually type in the address into Sage.\",\"timestamp\":\"00:22:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So are you, are you able to open the quotes list?\",\"timestamp\":\"00:22:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you like, if you open up the quote, it'll say, accept what the category is, who did the quote, the estimate number, the date it was quoted.\",\"timestamp\":\"00:22:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you see where it says AC number and BID number?\",\"timestamp\":\"00:22:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:22:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The BID number relates it to the address.\",\"timestamp\":\"00:22:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:22:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So anytime.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And you see at the top of your list, you have building number 70, it relates to Hollywood.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I get all that part.\",\"timestamp\":\"00:23:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The exception is the part I don't know how that works at this point, where you're just typing in the address.\",\"timestamp\":\"00:23:05\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So where do you type in the address itself?\",\"timestamp\":\"00:23:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, under the address itself.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the building ID might be empty, or it might just be some random number that doesn't apply to anything.\",\"timestamp\":\"00:23:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where is the address?\",\"timestamp\":\"00:23:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you do that at, specifically?\",\"timestamp\":\"00:23:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you do it under, go under the building, installation building.\",\"timestamp\":\"00:23:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's number, if you go to the home page, it's number two installation building.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you click on not, that's where they get entered as new, or you can find the building number.\",\"timestamp\":\"00:23:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right, but if it's, they're not entering, I thought, maybe I'm confused.\",\"timestamp\":\"00:23:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought you just said that there's times where you don't enter this.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what Chris is saying, but I'm saying as a matter of process, we should be entering that.\",\"timestamp\":\"00:23:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Like maybe that.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Chris is part of your exception there.\",\"timestamp\":\"00:24:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're saying that in cases where you don't want to enter this, do you want me to enter it for you?\",\"timestamp\":\"00:24:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you want me to make a way so that when you enter it, and it doesn't have a building address yet that it does it for you?\",\"timestamp\":\"00:24:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it could, it could either create a new building address.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the same with the customer ID to sometimes will be a new customer, we're too lazy to add it to the customer list, right?\",\"timestamp\":\"00:24:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It could be a one off.\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That we still have the time to go into the customer list or the building details list to add it.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like a lot of these buildings are like they could be old as well from 10 years ago.\",\"timestamp\":\"00:24:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We're adding new buildings, you know, every day is a new building being added.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think if we can pull the data from the address itself, and just kind of copy paste whatever the address says.\",\"timestamp\":\"00:24:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"As opposed to using a building ID.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, can we go back to what I was asking?\",\"timestamp\":\"00:25:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I got it.\",\"timestamp\":\"00:25:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can we go back to what I was asking earlier?\",\"timestamp\":\"00:25:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you tell me where you're doing this so I can make those changes?\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And now on the far left, that little blue button that looks like a little circle queue, if click on that, that's going to bring you to the quote page now.\",\"timestamp\":\"00:25:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So now where it says address, copy.\",\"timestamp\":\"00:25:22\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So now if you click on where it says estimate on the right side of that, you'll see a little calendar.\",\"timestamp\":\"00:25:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If you click on that.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This?\",\"timestamp\":\"00:25:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And click yes.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, we don't need to do that.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's.\",\"timestamp\":\"00:25:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to show you, yeah, you can do it.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And now for unit number, we can put unit, you know, 1109.\",\"timestamp\":\"00:25:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is where you're entering the unit?\",\"timestamp\":\"00:25:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:25:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then let's say for address, it's not 60.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, let's say it's the building next door, it's 6709.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll just change that 7 to a 9 under the address.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once the job gets accepted, we click the accept button.\",\"timestamp\":\"00:26:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then under installer booked, we add the installer that's doing the job.\",\"timestamp\":\"00:26:15\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And under date booked, we add the service day.\",\"timestamp\":\"00:26:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once all that's been entered, we then go ahead and invoice the job once it's finished.\",\"timestamp\":\"00:26:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is the building number?\",\"timestamp\":\"00:26:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"71.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"that's the building.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But like, sometimes I'll change that address, though, there isn't this is a different building.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly, exactly.\",\"timestamp\":\"00:26:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And sometimes I'll leave the 71 as is, I'm not going to change it because no one really knows what 71 means.\",\"timestamp\":\"00:26:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just an internal number.\",\"timestamp\":\"00:26:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay that's why I think it's better to pull from the address.\",\"timestamp\":\"00:27:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah you'll see there's lots of quotes that don't have a building number assigned to them and it's because at the time the building was not under the building details but under the quotes so you'll see there's lots of times where there isn't a building number assigned and it's because we're just doing things fast and furious and we got to get the quote out is more important than setting it up in the QMS program.\",\"timestamp\":\"00:27:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker.\",\"timestamp\":\"00:27:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay so you would want this to be a new address or a new site 6709 versus the last one.\",\"timestamp\":\"00:27:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how things get pushed.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm asking from an accounting aspect.\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say yes.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"For every new address that we get, Emma creates a new project, it's called, in the SAGE.\",\"timestamp\":\"00:28:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we would just need those two addresses.\",\"timestamp\":\"00:28:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if there's a way you can pick up the address and relate it to the customer ID.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The other thing, too, is sometimes buildings get bought and sold.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if an address belongs to one customer ID, let's say Capri, but then they sell the building to somebody else, and we're still doing the work, I don't want these invoices to go to the wrong person, just based off the address.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's got to be based off who we sent the invoice to.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How is that handled inside SAGE?\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if click on accept, pick, and click OK, and then click it again, you'll see service report, click that, and then finish invoice, click it again.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And at this point now, we add in the SA number, and we click email invoice, and that's how we send it off to the customer.\",\"timestamp\":\"00:29:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And if we have to change the customer ID, we just change the information in there at the top left, like the name, the company.\",\"timestamp\":\"00:29:32\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's usually based off the customer number.\",\"timestamp\":\"00:29:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What happens in Sage when the site address changes?\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now, so if, copyright we're looking at, say they sold to ABC building management.\",\"timestamp\":\"00:29:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then the customer number on QMS would change, and then Emma would enter a new project in Sage called ABC Company and the address, and use that to project the revenue or cost.\",\"timestamp\":\"00:30:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're just creating a new site?\",\"timestamp\":\"00:30:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that correct?\",\"timestamp\":\"00:30:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's right.\",\"timestamp\":\"00:30:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:30:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's all I wanted to know.\",\"timestamp\":\"00:30:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's fine.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Would doing this in QuickBooks be more expeditious and easier from your side versus doing it to Sage?\",\"timestamp\":\"00:30:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not at this point, because I've already made the connections.\",\"timestamp\":\"00:30:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, okay.\",\"timestamp\":\"00:30:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Terrific.\",\"timestamp\":\"00:31:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, don't think, well, there are projects in QuickBooks, but I don't know how that would affect you accounting-wise.\",\"timestamp\":\"00:31:03\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it's as expansive as Sage.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure it's not.\",\"timestamp\":\"00:31:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:31:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Especially QuickBooks Online would not be, and that's pretty much what you're limited to nowadays.\",\"timestamp\":\"00:31:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't purchase anything but QuickBooks Enterprise Desktop, and it's pretty expensive.\",\"timestamp\":\"00:31:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you're paying for Sage, but I think the minimum QuickBooks Enterprise you can get nowadays for desktop, and that's the one with more features, is $6,000 a year.\",\"timestamp\":\"00:31:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wow.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just had a client kind of run into this recently.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:31:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because they really want you to, QuickBooks really wants you to move to QuickBooks Desktop.\",\"timestamp\":\"00:31:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, QuickBooks wants you to move to QuickBooks Online.\",\"timestamp\":\"00:31:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I imagine Sage probably would.\",\"timestamp\":\"00:31:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"probably does, too.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just not as familiar with Sage, but that's kind of the state of the industry right now.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everybody wants to get everybody on, you know, recurring subscription-based products and usually web-based them because they're easier to maintain.\",\"timestamp\":\"00:32:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a lot more expensive to maintain a desktop product.\",\"timestamp\":\"00:32:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other downside, obviously, of a desktop product is that it's not as interactive.\",\"timestamp\":\"00:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I said earlier, you have to have them connected together.\",\"timestamp\":\"00:32:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's all just part of the reason they sort of want to move out of that realm, older technologies and such.\",\"timestamp\":\"00:32:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I do understand, you know, how staying on these desktop products are advantageous.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I already made the connection, so there's really no reason to move.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, at this point, I've already done that work.\",\"timestamp\":\"00:32:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the connections are there, and now I just need to make sure that the automations are working the way that we want, like we've talked about.\",\"timestamp\":\"00:32:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think.\",\"timestamp\":\"00:32:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"think.\",\"timestamp\":\"00:32:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think.\",\"timestamp\":\"00:32:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can information go the other way as well?\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it already, it needs to because you have things that you need to set, like you're going to need to, I'm going to have to create a preference table where you can set which, what items are being passed through.\",\"timestamp\":\"00:33:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because Sage is going to require us to set a, like I think I said in here, when you select that item number on a purchase invoice or a bill, I think they call it a purchase invoice inside Sage, you need to specify the item number.\",\"timestamp\":\"00:33:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever you do manually, we also need to do in FileMaker.\",\"timestamp\":\"00:33:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in order to automate that, we need to set that item number, right?\",\"timestamp\":\"00:33:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in order to have that item number, I need to be able to pull that and give you a place to say.\",\"timestamp\":\"00:33:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:33:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What that item number is.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know how many you have, if you only have one or you have 50, but we still need to give you a place to say, okay, this is the item number we use when we push the bill line or the purchase invoice line.\",\"timestamp\":\"00:34:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why I was saying earlier, the same thing is true for the job sites.\",\"timestamp\":\"00:34:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could pull those into FileMaker and then you could set them.\",\"timestamp\":\"00:34:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But assuming that you're okay with us just starting anew and pushing those all out as needed and then reusing them once we know what they are, that's a good way.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's an easy way to do that as well, or an easier way to do that, I should say.\",\"timestamp\":\"00:34:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because we can always go in the past using the ones we've set up in Sage and with QMAS, you can always just search by the address.\",\"timestamp\":\"00:34:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sage should, the search engines are not as flexible.\",\"timestamp\":\"00:34:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If more strange, it's not exactly what you have in SAGE, you can't find it.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Because one thing I'd be interested in doing is having, when Emma posts a receipt for payment of invoices, that gets put into QMS from SAGE side so that the guys can just look in QMS and go, okay, yeah, they paid.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't have to worry about it, and they go on to more important things.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think there was a couple things like that that I had to set, like the item and then also the tax.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The tax was also something.\",\"timestamp\":\"00:35:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's multiple tax elements in there.\",\"timestamp\":\"00:35:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're going to need to specify that.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I think the other thing was the account.\",\"timestamp\":\"00:35:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So those are the three things that I'll have to pull those elements and you'll have to set the preference for what you want those to be, both on the bill.\",\"timestamp\":\"00:35:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I'll have to look at the invoice and see what's required.\",\"timestamp\":\"00:35:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I have to look at what's required by the invoice as well.\",\"timestamp\":\"00:36:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when we push out the invoices, there just one line for each invoice like we were talking about for the bill?\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a PO in place, like a PO number in place, yes.\",\"timestamp\":\"00:36:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We just do the single line.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Where there isn't one, Emma's actually inputting the detail of the invoice.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Stuff is like supply to sell carpet, you know, then the carpet amount will go in.\",\"timestamp\":\"00:36:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"they do plan, it'd be supply plank this much, install plank this much.\",\"timestamp\":\"00:36:36\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think, yeah, so she'll go in.\",\"timestamp\":\"00:36:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this case, there's a purchase order number.\",\"timestamp\":\"00:36:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So all we would do is put the PO number in and then we can go back to QMS to look at and pull up the information that way.\",\"timestamp\":\"00:36:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But where there is no PO and some\",\"timestamp\":\"00:36:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Our clients still don't issue POs.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"She's physically manually entering each line item.\",\"timestamp\":\"00:37:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So she'll put dimensions tile was total of 913.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then she'll do a line for under floor is 84 or 86.\",\"timestamp\":\"00:37:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:37:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And she'll do line by line.\",\"timestamp\":\"00:37:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know as a human being that what you're saying, and I also grew up in the flooring business, so I know what you're saying.\",\"timestamp\":\"00:37:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But as a software developer, I have to be able to push these things with some intelligence.\",\"timestamp\":\"00:37:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So how do I know is you're saying that when you go into the actual invoice in Sage, you're selecting the item tile and the item under floor?\",\"timestamp\":\"00:37:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no, there's no skew, per se, because there's no inventory running in Sage.\",\"timestamp\":\"00:37:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So she's actually manually typing in each one.\",\"timestamp\":\"00:37:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just this, it doesn't, it doesn't differentiate these.\",\"timestamp\":\"00:37:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it's the final.\",\"timestamp\":\"00:37:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're not differentiating what types of items these are in SAGE.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think what might be a solution is taking the estimate ID with the PO when there is one and using that as the single line item.\",\"timestamp\":\"00:38:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The only time we run into issues with this is if we're doing more than one thing on a quote as far as accounts go.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you're doing, say, common area carpet tile, we have one account code for that.\",\"timestamp\":\"00:38:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if they're doing matting at the vestibule, then there's a different account code for that.\",\"timestamp\":\"00:38:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to chime in here, guys, just to simplify things, I think it's easier.\",\"timestamp\":\"00:38:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We just push the quote number, the quote ID, the estimate ID, the client ID, and the total.\",\"timestamp\":\"00:38:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it makes sense to push anything else.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just, it gets too messy, I think, and we don't really need all that information in SAGE.\",\"timestamp\":\"00:39:02\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think so anyways.\",\"timestamp\":\"00:39:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think as long as we can refer it back to FileMaker, I'll agree with that.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The only thing that's going to be different is it has to be done by province for tax calculations.\",\"timestamp\":\"00:39:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We have to have it separated.\",\"timestamp\":\"00:39:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's here?\",\"timestamp\":\"00:39:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we're doing work in Alberta, the tax rate is high.\",\"timestamp\":\"00:39:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"are your tax codes separated and is it clear in your SAGE system that the tax codes are separated?\",\"timestamp\":\"00:39:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So for reconciling purposes, what happens is the income statement, they're separated by province.\",\"timestamp\":\"00:39:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll have, say, an account called Apartments for Ontario.\",\"timestamp\":\"00:39:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll total the amount of sales for that.\",\"timestamp\":\"00:39:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you'll have apartments with a different account number for Alberta with a total, and that's calculated at 5%.\",\"timestamp\":\"00:40:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So for reconciling purposes, it's critical.\",\"timestamp\":\"00:40:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand, but how am I, I get that, that it's important and I'm trying to understand how to match.\",\"timestamp\":\"00:40:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, I think based on the invoice, it's whatever the province says, it automatically adjusts for that taxes.\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's AB, like for, for this QMS, it's only going to be ON, but for Spartan West, you'll have AB, which is a different tax rate than BC, but if that's based off where it says under province there, suite type unit number, where it says province, that's where you can change the, that's how QMS knows on the invoice, how much to tax it for.\",\"timestamp\":\"00:40:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you flow through that screenshot, right through, so if you hit accept pick, and then the next screen, next screen, it will pick up.\",\"timestamp\":\"00:40:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so you see down at the bottom, it has tax GST, HST 13.\",\"timestamp\":\"00:41:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you put Ontario in for the province, it picks up 13%.\",\"timestamp\":\"00:41:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you put Alberta in, it'll pick up 5%.\",\"timestamp\":\"00:41:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, that's fine.\",\"timestamp\":\"00:41:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think what Sage will be expecting is the physical name or ID of the tax line.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll need to pull those in and you'll need to match them up to the province.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll need to give you a list to do that.\",\"timestamp\":\"00:41:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:41:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I can probably do it manually for you.\",\"timestamp\":\"00:41:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, I don't know how this is working in here.\",\"timestamp\":\"00:41:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll have to look at that to see how you're figuring that out.\",\"timestamp\":\"00:41:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, I think how it works is, let's say you change that 13%.\",\"timestamp\":\"00:41:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To 11%, from now on, it's always going to shoot out 11%.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just like a manual entry that we put in once and you can manually change it to 12.\",\"timestamp\":\"00:42:04\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then from now on, the rest will always be 12 too.\",\"timestamp\":\"00:42:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that's how it but I don't, yeah, and that makes sense.\",\"timestamp\":\"00:42:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think that when you enter the tax into Sage, it doesn't give you that you can't, I can't just set the tax rate itself.\",\"timestamp\":\"00:42:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have to actually pass the item for the tax rate.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's not, those aren't one-to-one things is all I'm referring to.\",\"timestamp\":\"00:42:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's fine.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can all stay the same.\",\"timestamp\":\"00:42:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need some way to match it up.\",\"timestamp\":\"00:42:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll, I'll, I'll take care of that and just tell you what you need to do moving forward.\",\"timestamp\":\"00:42:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need you to, I mean, I don't want to dig into that right now.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can just give, I'm going to give you a preference page and I'll make all of the necessary matching requirements in there.\",\"timestamp\":\"00:42:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I don't think that you're that way.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you, you know, if you change the tax rate, Sage doesn't care.\",\"timestamp\":\"00:42:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just going to use the item.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I don't think you can even.\",\"timestamp\":\"00:42:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I've seen, don't think you can set, you can go to the tax itself and set the tax rate, but I don't see any way inside Sager you can actually set the tax codes.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's what I'm talking about.\",\"timestamp\":\"00:43:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about the actual tax codes.\",\"timestamp\":\"00:43:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to pass the tax code.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't say this invoice pays 11%.\",\"timestamp\":\"00:43:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have to send the tax code.\",\"timestamp\":\"00:43:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's what I need to sort out.\",\"timestamp\":\"00:43:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll just, I'll, I'll, I'll pull the tax codes so that we have them and then I'll match them up, um, based on what I understand.\",\"timestamp\":\"00:43:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'll show you where I've done that.\",\"timestamp\":\"00:43:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll do that in a preference area so that if it does change or you need to do something, I don't know that you'll ever, I can't imagine Canada is going to release a new province or something like that.\",\"timestamp\":\"00:43:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if you ever do change the way your tax code's doing, I, you know, I don't, I don't know.\",\"timestamp\":\"00:43:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's still a better way to do it is just to, to make sure they're match the same way that we need to tell.\",\"timestamp\":\"00:43:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you send an invoice.\",\"timestamp\":\"00:43:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There has to be at least an invoice, one item number that you're passing these to, even if they're all the same thing, like, you know, even if tile and underfloor, underlayment and, you know, carpet tiles or whatever you're doing, you know, LVP or whatever the item is, you still need, we still need to, we need to specify at least one item number.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:44:29\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So on the, on the invoice that you have up right now, Emma would post that with a tax code of where are we Mississauga, so HS, which is for HST, 13%.\",\"timestamp\":\"00:44:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the account code would be 4120.\",\"timestamp\":\"00:44:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the before tax total would be entered.\",\"timestamp\":\"00:44:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then Sage calculates the tax and the total, the grand total.\",\"timestamp\":\"00:44:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't require you to enter this item number.\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just looking at Sage.\",\"timestamp\":\"00:45:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when I look at Sage, I see, I'm going show you what I see.\",\"timestamp\":\"00:45:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, I'm, I, Sage is familiar enough to, to me that it makes sense, but like, um, yeah, this is my full screen.\",\"timestamp\":\"00:45:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not going to help you.\",\"timestamp\":\"00:45:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me do this.\",\"timestamp\":\"00:45:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hold on a second.\",\"timestamp\":\"00:45:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I set up a, like a remote machine to do all this.\",\"timestamp\":\"00:45:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I have everything installed.\",\"timestamp\":\"00:45:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So bear with me one second.\",\"timestamp\":\"00:45:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you see that?\",\"timestamp\":\"00:45:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:45:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So what I see inside Sage is both an item number and account number.\",\"timestamp\":\"00:45:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know if maybe you've got your setup differently.\",\"timestamp\":\"00:45:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, no, it's like that.\",\"timestamp\":\"00:45:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Emma would put in, uh, we don't even use items.\",\"timestamp\":\"00:45:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is a required item description, where the purchase order would go, base price we don't use, discount we don't use, price we don't use, amount would be where we would put the subtotal of the invoice, the tax would be entered as HS for Ontario, and the account number would be 4120 for Ontario apartments.\",\"timestamp\":\"00:46:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, so that's what I'm saying, like, I'm going to give you a place inside FileMaker where you can set this, what this is going to be every time.\",\"timestamp\":\"00:46:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a preference table, and everything will be in there, the tax codes will all be matched up in there, so you can put the, what the province is and what that tax code equals in FileMaker.\",\"timestamp\":\"00:46:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way, when I push, I know what to push.\",\"timestamp\":\"00:46:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you change that, just say down the line you decide you want to change it.\",\"timestamp\":\"00:46:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we'll do that for the build stuff too that we need.\",\"timestamp\":\"00:47:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything we need or anything we find we need.\",\"timestamp\":\"00:47:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What I know so far, I'll go ahead and put those in.\",\"timestamp\":\"00:47:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if I need anything else, I'll just reach out via Viber.\",\"timestamp\":\"00:47:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think I have a good amount of information, at least to keep moving forward so we can get to testing.\",\"timestamp\":\"00:47:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Where does the address go?\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Does it go under shipping address?\",\"timestamp\":\"00:47:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, right now we're manually entering that.\",\"timestamp\":\"00:47:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would be the address, the suite number, the province of sale.\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if you go to the checkmark where job sites is, to the very right down, there's a checkmark.\",\"timestamp\":\"00:47:43\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, up, up, up.\",\"timestamp\":\"00:47:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep, right there.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you double click on that, the check mark, it will allow you to project to 20 different places if you wanted.\",\"timestamp\":\"00:48:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:48:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's where the client name and job site address are going.\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you say that, for one invoice here, how do I know which job sites?\",\"timestamp\":\"00:48:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see that you can enter multiple job sites, but how do I know what the work was based on?\",\"timestamp\":\"00:48:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You wouldn't.\",\"timestamp\":\"00:48:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We would take the purchase order or the invoice number and refer back to QMS for the actual scope of work that was created.\",\"timestamp\":\"00:48:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So there would just be one job site on there?\",\"timestamp\":\"00:48:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this instance, yes.\",\"timestamp\":\"00:48:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"In this instance, yes.\",\"timestamp\":\"00:48:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But when it comes to posting the installer's page, they're paid for several job sites.\",\"timestamp\":\"00:48:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, Okay, yeah.\",\"timestamp\":\"00:48:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just want to make sure I answer the question.\",\"timestamp\":\"00:49:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So nothing comes up in later.\",\"timestamp\":\"00:49:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I know that some things will come up later, but if I, if I don't ask them now, then they certainly will come up later.\",\"timestamp\":\"00:49:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or I'll, I'll have to make assumptions, but you don't want either.\",\"timestamp\":\"00:49:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I make some assumptions during development to keep things moving forward.\",\"timestamp\":\"00:49:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I'll ask the questions later.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, I, you know, I like to get as much better as possible, which is why I just, could you run through Sage again, one more time, just the process of how you do it from like beginning to end for one invoice, like line by line, just to see how it's done.\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you go, you put your customer in.\",\"timestamp\":\"00:49:45\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I wish I had, you put your customer in.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you share your screen, JoAnne?\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that possible or are on your phone?\",\"timestamp\":\"00:49:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm on my phone.\",\"timestamp\":\"00:49:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it's okay.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So first you put in the customer, it's just a drop down menu, you choose Capri.\",\"timestamp\":\"00:50:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the shipping address is the job site address.\",\"timestamp\":\"00:50:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:11\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the invoice number automatically changes to the next invoice after being processed.\",\"timestamp\":\"00:50:13\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The date can be manually entered.\",\"timestamp\":\"00:50:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But when you open the page, it's default to whatever day is in the system.\",\"timestamp\":\"00:50:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The contract number is the quote number.\",\"timestamp\":\"00:50:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The shipping date is the service date.\",\"timestamp\":\"00:50:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Salesperson, we don't use.\",\"timestamp\":\"00:50:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can ask you one question?\",\"timestamp\":\"00:50:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The date, does that refer to the invoice date or just the date it was posted in Sage?\",\"timestamp\":\"00:50:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, invoice date.\",\"timestamp\":\"00:50:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's got to match the invoice date.\",\"timestamp\":\"00:50:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you put that in manually, right?\",\"timestamp\":\"00:50:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:50:51\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So even if Emma gets to it a week later, she can still change that date to when it was actually a invoice.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Next.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're not using the QMS reference number for the invoice number?\",\"timestamp\":\"00:51:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You want to allow SAGE to set its own invoice number?\",\"timestamp\":\"00:51:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always just let SAGE do the invoice number, and the invoice number is entered manually in FileMaker, and then the quote number is entered manually in SAGE as the contract number.\",\"timestamp\":\"00:51:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I can capture the invoice number from SAGE if you want, put it in FileMaker as an indication, along with the indication that it was pushed.\",\"timestamp\":\"00:51:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Would it make sense for the SAGE number to match the SAGE invoice number?\",\"timestamp\":\"00:51:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're the same?\",\"timestamp\":\"00:51:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's up to you guys.\",\"timestamp\":\"00:51:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can do that.\",\"timestamp\":\"00:51:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Chris, because of the numbering, I think that would be suitable.\",\"timestamp\":\"00:51:49\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We just have to remember you can't, like when it comes to progress billing.\",\"timestamp\":\"00:51:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"with Thank you.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Which we all know everybody hates, you have to create a new estimate number, rather than use the same one, because then you'll get a duplicate invoice in Sage and you cannot, for auditing purposes, cannot have duplicate invoice numbers.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we could do that.\",\"timestamp\":\"00:52:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter what the number is.\",\"timestamp\":\"00:52:24\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry, what goes in contract estimate number?\",\"timestamp\":\"00:52:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that just our quote number?\",\"timestamp\":\"00:52:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right now it's the quote number.\",\"timestamp\":\"00:52:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And what's the shipping date?\",\"timestamp\":\"00:52:36\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that just the installation date?\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's whatever the service date is on basis, the shipping date on our.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:52:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe, okay.\",\"timestamp\":\"00:52:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what's the ship from BC thing?\",\"timestamp\":\"00:52:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that?\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I recognize that from a tax perspective, why that's there, but we don't use it.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:52:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the jobs.\",\"timestamp\":\"00:52:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we were shipping goods from like physical goods, Chris, from Ontario to BC, because BC has PST and GST, whereas Ontario is only HST, so whatever the landed destination is what the tax code is that gets charged.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But we've never used that drop-down menu, right, to ship from in the job site?\",\"timestamp\":\"00:53:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't even exist in ours.\",\"timestamp\":\"00:53:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:53:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:34\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So what's the next step after that?\",\"timestamp\":\"00:53:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Job site gets entered.\",\"timestamp\":\"00:53:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Could you move a to the left, Sean?\",\"timestamp\":\"00:53:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you put the job site?\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you can move the screen a bit to the left so we can see, yeah, or move it more to the right, sorry.\",\"timestamp\":\"00:53:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There, okay.\",\"timestamp\":\"00:53:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So see on the right side.\",\"timestamp\":\"00:53:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:53:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right, chris, it says job site.\",\"timestamp\":\"00:54:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where you would put in, say, cap rate, 77 Huntley, or any other, you know, any other clients' information.\",\"timestamp\":\"00:54:03\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If it was home for matting, then you would put H-O-M-E, and then, or H-E-O-M.\",\"timestamp\":\"00:54:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But for the job site, why put the customer name?\",\"timestamp\":\"00:54:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Why not just put the address only?\",\"timestamp\":\"00:54:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, it's like you said, sometimes the buildings get sold, so if you take a cap rate and it goes to ABC Company, then ABC Company is, and it's more for grouping revenues against expenses, so that you can actually get profit and loss statements for a particular project.\",\"timestamp\":\"00:54:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so in terms of, like, if we have...\",\"timestamp\":\"00:54:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"To push something from FileMaker into that job site drop-down menu, what's getting pushed from FileMaker?\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, this is where the dilemma kind of is, and we were saying take the client ID number and the address.\",\"timestamp\":\"00:55:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you put both into the one job site and to say, like, is there a different place for address or customer ID in Sage?\",\"timestamp\":\"00:55:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"A customer, yeah.\",\"timestamp\":\"00:55:28\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So customer is the customer.\",\"timestamp\":\"00:55:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, when we create the projects in Sage, we can call it whatever we want.\",\"timestamp\":\"00:55:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it was building number 541, then we could use building 541 instead of any address, right?\",\"timestamp\":\"00:55:40\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It just, it has to be a distinct number.\",\"timestamp\":\"00:55:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"determining what Sean's going to use to pull from.\",\"timestamp\":\"00:55:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker into Sage, I think that's the easier way to do it at this point.\",\"timestamp\":\"00:56:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, could you full screen this one that you're on now, just so we can see the full image of it, or move it a bit more to the right?\",\"timestamp\":\"00:56:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want to see the full, like, how it looks, because on the top left, I think we had some other stuff that was there, too.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you also?\",\"timestamp\":\"00:56:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think job site should just be the address only, right?\",\"timestamp\":\"00:56:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, maybe address and unit number.\",\"timestamp\":\"00:56:33\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You can do that here, because we know who the customer is going to be.\",\"timestamp\":\"00:56:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just if you need to do any kind of profit loss, you'll only be able to do it by building and not by client and building.\",\"timestamp\":\"00:56:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so in terms of Sage, to look back, that's how you kind of group it together?\",\"timestamp\":\"00:56:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's from the job site?\",\"timestamp\":\"00:56:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And the client.\",\"timestamp\":\"00:56:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And the client.\",\"timestamp\":\"00:57:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:57:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"For suites, it's not as important because we can't take the inventory and split it up into every single suite.\",\"timestamp\":\"00:57:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you know what I mean?\",\"timestamp\":\"00:57:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you buy 15,000 feet of plank, we can't separate that plank into all the different suites that it's going into that's getting to the minutiae, and that would require an inventory system.\",\"timestamp\":\"00:57:13\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, I know.\",\"timestamp\":\"00:57:30\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to just simplify the push here to see what needs to get pushed exactly because in terms of us looking back into Sage to see profits and losses, I don't think we need all that because all the information is in FileMaker.\",\"timestamp\":\"00:57:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The expenses aren't in FileMaker, but I understand from a suites perspective, it's unimportant, and only the address would be important.\",\"timestamp\":\"00:57:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're getting into big...\",\"timestamp\":\"00:57:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Buildings and things like that, at the end of the job, you might want to look at it and say, okay, what did we do on this job?\",\"timestamp\":\"00:58:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If in six months, they sell the building and go, okay, we're going to redo the entire building, then you're still using the same project address.\",\"timestamp\":\"00:58:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So you at that point, you can't split revenues and expenses, it becomes more difficult.\",\"timestamp\":\"00:58:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But if they have profit and loss statements on a job by job basis aren't important, then, you know, they you can just push the address.\",\"timestamp\":\"00:58:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think we have to push the address, the unit number, and the customer and the total.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So and the SA number.\",\"timestamp\":\"00:58:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's five things.\",\"timestamp\":\"00:58:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I understand.\",\"timestamp\":\"00:58:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So after you put in the job, say, what do you do now?\",\"timestamp\":\"00:58:57\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So put unit one, then you put in the amount?\",\"timestamp\":\"00:59:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, you would pick your job site, then you would just go over to description, put in PO number 1234567, and then tab over to the amount, put the amount in.\",\"timestamp\":\"00:59:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"The tax code can be set up by client, but you can manually enter that as well, and then the amount gets entered, and then it shows up as the subtotal at the bottom.\",\"timestamp\":\"00:59:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If you want to add a separate freight fee in, you can, we don't, and then the tax amount shows up, and the total amount, and your terms are on the left.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"One more question.\",\"timestamp\":\"00:59:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need the PO number?\",\"timestamp\":\"00:59:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we just put the quote number?\",\"timestamp\":\"00:59:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what we're thinking, is instead of pushing the PO number, maybe we can push the PO, the quote number, and the PO, if there is a...\",\"timestamp\":\"00:59:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But do we need the PO number in terms of like our Sage?\",\"timestamp\":\"01:00:01\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, do we really need to have it in there as a pushed item?\",\"timestamp\":\"01:00:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely not, because we can always revert back to FileMaker to find that information.\",\"timestamp\":\"01:00:07\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think it's better not to push it then, because there's no point.\",\"timestamp\":\"01:00:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just the less we push, the better, I think.\",\"timestamp\":\"01:00:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it'll be a lot faster if we're just pushing as you suggest five items versus 15, you know.\",\"timestamp\":\"01:00:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So the shipping address would be helpful, though, honestly.\",\"timestamp\":\"01:00:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go to the customer box, put in the shipping address is the line item, and that comes from the address, yeah, the address, and then the unit number becomes the next line, and city becomes the next line.\",\"timestamp\":\"01:00:34\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"City and province is the next line.\",\"timestamp\":\"01:00:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you following me, Sean?\",\"timestamp\":\"01:00:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-hmm.\",\"timestamp\":\"01:00:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:00:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"time.\",\"timestamp\":\"01:00:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\".\",\"timestamp\":\"01:00:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where I'm a bit confused.\",\"timestamp\":\"01:01:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need to have like a drop down menu for the address or can it just be a random address that FileMaker can push into Sage or do we need to have it from a list?\",\"timestamp\":\"01:01:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No, the shipping address, we don't set them up.\",\"timestamp\":\"01:01:11\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They're manually entered every time.\",\"timestamp\":\"01:01:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But in terms of pushing the data over, how does that work?\",\"timestamp\":\"01:01:16\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter whether it's just an address that gets copy pasted or does need to be like a drop down menu?\",\"timestamp\":\"01:01:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, doesn't need this is this drop down menu comes from your customer in Sage, but this could be set to whatever you want.\",\"timestamp\":\"01:01:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:01:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But this is irrelevant.\",\"timestamp\":\"01:01:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is a Sage thing.\",\"timestamp\":\"01:01:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We push directly.\",\"timestamp\":\"01:01:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can push directly to this field.\",\"timestamp\":\"01:01:44\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:01:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So whatever the address is on our invoice will just get pushed automatically into Sage as the address and the unit number.\",\"timestamp\":\"01:01:47\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the address, unit number, province and city and province.\",\"timestamp\":\"01:01:52\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's seven things and that they get.\",\"timestamp\":\"01:01:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need the city though?\",\"timestamp\":\"01:02:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or just the province?\",\"timestamp\":\"01:02:01\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just the province.\",\"timestamp\":\"01:02:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's six things that have to get pushed.\",\"timestamp\":\"01:02:05\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"City is helpful.\",\"timestamp\":\"01:02:07\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Province is critical, right?\",\"timestamp\":\"01:02:08\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:02:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So that for auditing purposes, they can see, okay, we shipped to Ontario.\",\"timestamp\":\"01:02:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We shipped to Alberta.\",\"timestamp\":\"01:02:20\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We shipped to wherever so that they can calculate the tax rate for CRA purposes.\",\"timestamp\":\"01:02:21\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then, so once you finish all that, you click process.\",\"timestamp\":\"01:02:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what happens?\",\"timestamp\":\"01:02:39\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It gets posted to the client.\",\"timestamp\":\"01:02:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think if it's the API doesn't, there's no, that doesn't happen in the API.\",\"timestamp\":\"01:02:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They set the values and that means it's done.\",\"timestamp\":\"01:02:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the only other thing that we\",\"timestamp\":\"01:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What could happen is that it can return errors, like it can say, like you can't do that, like this does here, when I try to process this, if I do that in the API, we'll get a similar error, because we don't know what that is, or we're missing something.\",\"timestamp\":\"01:03:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So when the data gets uploaded to Sage, will there be a checkpoint before it's actually allowed to import, kind of thing?\",\"timestamp\":\"01:03:15\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So we can go through everything one by one and go, yes, that's right.\",\"timestamp\":\"01:03:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"01:03:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:03:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Everything's right.\",\"timestamp\":\"01:03:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then click it transfers the data.\",\"timestamp\":\"01:03:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"What we talked about last time was giving you a dashboard.\",\"timestamp\":\"01:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So yeah, I mean, based on the items that you are prepared to push, you know, you could go through those elements in the dashboard and check that everything's ready.\",\"timestamp\":\"01:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And also if you push them and there's an error, it will show you that there was an error.\",\"timestamp\":\"01:03:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not like a guessing game thing.\",\"timestamp\":\"01:03:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should be clear to you that...\",\"timestamp\":\"01:03:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It created, from the six items you tried to push, either created six or, you know, created five and there were one error or whatever combination of problems there was.\",\"timestamp\":\"01:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:04:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The error is also reported, just like here, if there's something missing, you should see, oh, you're missing whatever you're missing.\",\"timestamp\":\"01:04:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you try to push an item with blank lines, it's like if you tried to push FileMaker Invoice with blank lines, you can't do that because it's not, you just can't.\",\"timestamp\":\"01:04:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it's, Sage won't accept it, so you'll get the same error.\",\"timestamp\":\"01:04:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:04:35\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, Sean, quick question.\",\"timestamp\":\"01:04:36\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"When you push, let's say, three invoices over to Sage, would you have to click process on each one individually, one at a time?\",\"timestamp\":\"01:04:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or would they get processed all three?\",\"timestamp\":\"01:04:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"could, but the idea was to give the option, the dashboard of pushing the entire set.\",\"timestamp\":\"01:04:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, for sure.\",\"timestamp\":\"01:04:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think that's better.\",\"timestamp\":\"01:04:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can check in on FileMaker.\",\"timestamp\":\"01:04:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"First, make any necessary changes.\",\"timestamp\":\"01:05:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then once everything's correct in FileMaker, then push it forward to Sage.\",\"timestamp\":\"01:05:01\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So the dashboard essentially just has to show those six things, the client ID, address, unit number, province, and the subtotal?\",\"timestamp\":\"01:05:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, the dashboard will, I mean, I can make it so the dashboard allows you to navigate to the finished invoice or to any page if you wanted to.\",\"timestamp\":\"01:05:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Right, yeah, that's a good idea.\",\"timestamp\":\"01:05:28\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it should be able to navigate to the invoice for sure.\",\"timestamp\":\"01:05:31\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But I think for the dashboard to actually show like line by line, just to show those six items as well, just so we can quickly glance at it without having to go into the actual invoice.\",\"timestamp\":\"01:05:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:05:46\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Just to make sure it's like all what we want to get pushed is going to get pushed.\",\"timestamp\":\"01:05:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:05:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"As opposed to having to manually click into the actual invoice to see it more visually.\",\"timestamp\":\"01:05:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"from the dashboard.\",\"timestamp\":\"01:06:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes sense.\",\"timestamp\":\"01:06:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the idea.\",\"timestamp\":\"01:06:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how I understood it.\",\"timestamp\":\"01:06:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"sounds really good.\",\"timestamp\":\"01:06:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going to save us a lot of time, I think.\",\"timestamp\":\"01:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are usually easy return on investment.\",\"timestamp\":\"01:06:14\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:18\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:06:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"And then when receipts are received, Emma's going to post them in Sage and then they go back to FileMaker or should she post them in FileMaker and they go up, the receipts go up daily.\",\"timestamp\":\"01:06:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"with a daily upload.\",\"timestamp\":\"01:06:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:06:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's up to you.\",\"timestamp\":\"01:06:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever's easiest for you.\",\"timestamp\":\"01:06:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think we need the receipts in FileMaker, to be honest.\",\"timestamp\":\"01:06:43\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If you're going to post it manually once, you may as well post it directly into Sage, I think.\",\"timestamp\":\"01:06:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"What I'm saying is have the information flow back from Sage to FileMaker so that if you guys want to look and say, okay.\",\"timestamp\":\"01:06:52\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, did that invoice get paid?\",\"timestamp\":\"01:07:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Then you guys could look in FileMaker and go, oh yeah, they paid.\",\"timestamp\":\"01:07:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you certainly can do that.\",\"timestamp\":\"01:07:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can give you a way to pull any recent invoices and tie them or any recent receipts and tie them back to their related FileMaker invoices.\",\"timestamp\":\"01:07:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a pretty common request.\",\"timestamp\":\"01:07:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way you know in FileMaker if it was paid or not.\",\"timestamp\":\"01:07:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:07:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whether or not you're using FileMaker for your aging, I assume you use Sage, but I mean, you can still have that aging information in FileMaker.\",\"timestamp\":\"01:07:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:37\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"But we can pull it from Sage if we need to.\",\"timestamp\":\"01:07:38\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think it has to bounce back to FileMaker.\",\"timestamp\":\"01:07:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not something we're going to check on.\",\"timestamp\":\"01:07:43\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Like the people doing the quotes are different than the people doing the accounting.\",\"timestamp\":\"01:07:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't, they don't have to, you know, bounce back and forth.\",\"timestamp\":\"01:07:48\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no need.\",\"timestamp\":\"01:07:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:07:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we don't need to tackle that right now anyways.\",\"timestamp\":\"01:07:53\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I can, if you guys decide you do want those back in FileMaker, we can always.\",\"timestamp\":\"01:07:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:07:59\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just continue working the way I was anyways.\",\"timestamp\":\"01:08:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we've got to get vendors and bills, obviously, pushed out.\",\"timestamp\":\"01:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then customers and invoices pushed out as like, you know, that's like the initial phase.\",\"timestamp\":\"01:08:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you guys want to do anything else with this in the future, we can obviously do that as we need to do that.\",\"timestamp\":\"01:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One last question.\",\"timestamp\":\"01:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know why I didn't think of this at the beginning, but as far as matching customers, because we don't know, do the names in customers and vendors is a big thing.\",\"timestamp\":\"01:08:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you've got customers now in FileMaker, you've got customers in Sage and the same thing with vendors.\",\"timestamp\":\"01:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've got your installers, crews, whatever you want to call them in FileMaker, and we've got your vendors in Sage.\",\"timestamp\":\"01:08:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"once again, Have\",\"timestamp\":\"01:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How do we want to match those names up?\",\"timestamp\":\"01:09:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I'm assuming they're not all the same.\",\"timestamp\":\"01:09:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I think the way you did the installer dropdown menu, we'll have to make one like that for the customers and just start putting in new customer IDs for everybody.\",\"timestamp\":\"01:09:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can use the existing one and just modify it.\",\"timestamp\":\"01:09:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But what we don't want to do is we want to make sure that they're matched up initially so that we don't create what you perceive as duplicates.\",\"timestamp\":\"01:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because if I push out, if you have a client, you know, named Evolution Technologies in Sage and a client named Evolution Tech in, it's going to say to create a new one, even simple things like a period at the end of like if you had Evolution Tech Co.\",\"timestamp\":\"01:09:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You're right.\",\"timestamp\":\"01:09:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Take all the guys from Sage and make a new list into FileMaker based off the Sage customer ID from now.\",\"timestamp\":\"01:09:53\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There's so many customers in Sage that we don't do business with anymore.\",\"timestamp\":\"01:10:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's okay.\",\"timestamp\":\"01:10:05\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter just to have it because it needs to match Sage.\",\"timestamp\":\"01:10:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the thing.\",\"timestamp\":\"01:10:09\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to say probably the first 200 customers that are in Sage right now were created from...\",\"timestamp\":\"01:10:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, doesn't.\",\"timestamp\":\"01:10:19\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"The list can be 10,000.\",\"timestamp\":\"01:10:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't matter, but we need that data just to match.\",\"timestamp\":\"01:10:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What if I, is there, let me see what's in FileMaker.\",\"timestamp\":\"01:10:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I were to pull all the clients from, there's only 366, 363 clients in FileMaker.\",\"timestamp\":\"01:10:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if I was to pull a list from Sage, and it doesn't even need be a list you can see.\",\"timestamp\":\"01:10:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just a list that I know what the Sage IDs are.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would somebody, would you be okay going through your FileMaker list and matching up the existing customers?\",\"timestamp\":\"01:10:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would be one way to do a good match.\",\"timestamp\":\"01:10:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Of the existing customers.\",\"timestamp\":\"01:10:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then moving forward, we'll assume that all new clients will...\",\"timestamp\":\"01:10:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would it be safe to say that all new clients would be entered into FileMaker and then subsequently pushed to Sage after that initial matching is done?\",\"timestamp\":\"01:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:11:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that sound like a good approach to making sure that we're all matched up?\",\"timestamp\":\"01:11:27\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Same thing with the vendor.\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:11:32\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll do the same thing exactly for the vendors.\",\"timestamp\":\"01:11:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm assuming your vendor list is smaller in FileMaker.\",\"timestamp\":\"01:11:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, I know it's pretty small.\",\"timestamp\":\"01:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can use your existing.\",\"timestamp\":\"01:11:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already created a vendor table in FileMaker during the last project.\",\"timestamp\":\"01:11:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can use that same table.\",\"timestamp\":\"01:11:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just need to go into it and match up the vendors from Sage to the vendors as they exist in that list.\",\"timestamp\":\"01:11:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Chris, are we just doing the pay-in?\",\"timestamp\":\"01:11:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Installer right now to push, to push the vendors is a lot more complicated.\",\"timestamp\":\"01:12:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, to push the vendors.\",\"timestamp\":\"01:12:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was referring to the installers as vendors, though.\",\"timestamp\":\"01:12:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah, I took it as installers.\",\"timestamp\":\"01:12:12\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we're not going to push the vendors or the bills from FileMaker.\",\"timestamp\":\"01:12:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't make sense.\",\"timestamp\":\"01:12:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Those will just get manually inputted from, from Sage.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:12:23\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"We can't let the robots do everything, Jo.\",\"timestamp\":\"01:12:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"We still need to have a job.\",\"timestamp\":\"01:12:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, come on.\",\"timestamp\":\"01:12:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it's all doable.\",\"timestamp\":\"01:12:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, again, it might be one of something that, you know, once we get this all done, maybe another project down the line.\",\"timestamp\":\"01:12:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's up to you guys.\",\"timestamp\":\"01:12:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything we can do to, you know, streamline your process.\",\"timestamp\":\"01:12:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the thing is with the vendors, we have to input it manually either into FileMaker, into Sage.\",\"timestamp\":\"01:12:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So we may as well just go direct to Sage.\",\"timestamp\":\"01:12:46\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It doesn't make sense to push it into FileMaker.\",\"timestamp\":\"01:12:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:12:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:12:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"01:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:12:54\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"There is one more thing, Sean, since we have you on the line.\",\"timestamp\":\"01:12:56\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"...\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"01:12:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just speeding up QMS, if you have any ideas just to help make it a bit snappier, quicker.\",\"timestamp\":\"01:13:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I know our computers are also not the for an upgrade.\",\"timestamp\":\"01:13:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Have you guys tried using WebDirect?\",\"timestamp\":\"01:13:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"No, is that just the web version of QMS?\",\"timestamp\":\"01:13:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, and it tends to run faster because FileMaker tries to offload a lot of the performance to the desktop.\",\"timestamp\":\"01:13:16\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:13:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so with WebDirect, everything's done at the server, and it tends to feel a lot snappier.\",\"timestamp\":\"01:13:29\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there a link or something you can send us just so we can try it out?\",\"timestamp\":\"01:13:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I mean, here's the thing.\",\"timestamp\":\"01:13:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I asked you if you'd tried it before because I don't know who built this originally, and there are some, so just keep in mind, like, if we do go to WebDirect, I can just tell you up front that, like, not everything works exactly the same.\",\"timestamp\":\"01:13:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you didn't consider that when you were building something, there are...\",\"timestamp\":\"01:13:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There some exceptions in WebDirect.\",\"timestamp\":\"01:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we'd really, I can turn it on and I can give it to you, but I'll just tell you up front, like, you'd need to tell me like, hey, this isn't working and I can fix it so that it will.\",\"timestamp\":\"01:14:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's just something that will happen.\",\"timestamp\":\"01:14:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can almost guarantee it because every time I've done this in the past for someone, but it'll, you know, it'll at least give you an, it'll give you the, an expectation for the difference.\",\"timestamp\":\"01:14:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There are some subtle differences as well, both performance wise and like how it works because it's a web based.\",\"timestamp\":\"01:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't like one particular thing.\",\"timestamp\":\"01:14:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"People tend to notice when you go to WebDirect, you can't open windows like you kind of can in FileMaker.\",\"timestamp\":\"01:14:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you can have multiple windows.\",\"timestamp\":\"01:14:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that might be a deal breaker then.\",\"timestamp\":\"01:14:49\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, you, you can do it, but it's not, why don't you just open it up and you can check it out and then whatever you feel\",\"timestamp\":\"01:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, the other thing that can do is like some of your layouts tend to have calculated fields on them.\",\"timestamp\":\"01:15:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if we can figure out how to remove those, that will speed up your experience.\",\"timestamp\":\"01:15:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you just tell me like, hey, this layout's slow, then I'll tell you, okay, well, we need to remove this and I need to index this field.\",\"timestamp\":\"01:15:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's a way to get, you know, to solve that.\",\"timestamp\":\"01:15:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I imagine most of your slowness and frustration is on these list views where you're trying to open up like a quote here.\",\"timestamp\":\"01:15:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And as you scroll, it kind of is herky jerky because there's calculated values on there.\",\"timestamp\":\"01:15:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what's happening.\",\"timestamp\":\"01:15:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think Peter got rid of some of those calculated values, but there's probably, yeah, like you said, there's more to get rid of.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, anytime you see that, like when I'm scrolling right now, I get to the wheel of death here.\",\"timestamp\":\"01:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, guys can't look at that, but when.\",\"timestamp\":\"01:15:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:15:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know exactly, this is a pretty common thing, depending on how it was built.\",\"timestamp\":\"01:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's like, if I see this like before tax, let me show you.\",\"timestamp\":\"01:16:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's just those like extra two, three second delays, like over the day they do add up and- so this- Sometimes you just want to get- This field right here, this before tax field, I'm sure that that's probably not indexed.\",\"timestamp\":\"01:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then on top of that, what you've done is just looking at this and my initial impression is.\",\"timestamp\":\"01:16:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"that perform tax, right, that quote, subtotal is probably the problem.\",\"timestamp\":\"01:16:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And on top of that, there's this conditional formatting that's been put on that.\",\"timestamp\":\"01:16:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's reading it again here.\",\"timestamp\":\"01:16:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're getting, and this is what's called round tripping in FileMaker and something that FileMaker is really not very good at.\",\"timestamp\":\"01:16:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"wish you would fix this performance, these, yeah, this is more than twice as one, two.\",\"timestamp\":\"01:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's round tripping five times and that's what you're getting with that.\",\"timestamp\":\"01:17:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, the fix for that is to actually index those values is to figure out how to index those values.\",\"timestamp\":\"01:17:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can do that.\",\"timestamp\":\"01:17:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, I'm sure like, get rid of it, right?\",\"timestamp\":\"01:17:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If yeah, if you get rid of this, if I can move this, what I can do is just to show you the difference on my end.\",\"timestamp\":\"01:17:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you, you can see my screen, right?\",\"timestamp\":\"01:17:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I just hide this, just even temporarily, we'll probably should see a huge performance gain.\",\"timestamp\":\"01:17:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if we don't, then it's something else is going on, but yeah.\",\"timestamp\":\"01:17:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause hiding that, I don't think it's going to kill us.\",\"timestamp\":\"01:17:39\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"can always click on the quote itself to, to look at the subtotal.\",\"timestamp\":\"01:17:41\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"we need to act like you see it, right?\",\"timestamp\":\"01:17:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's still, yeah, it's still a little clunky.\",\"timestamp\":\"01:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's something else going on.\",\"timestamp\":\"01:17:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You really, you have to kind of go through all the fields on here and decide like, what is.\",\"timestamp\":\"01:17:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, whatever that is really on, because this for Rite, it is, you the We can definitely do some performance, you know, if it's just a list, just keep you on this and then figure out how to get those, those index index.\",\"timestamp\":\"01:18:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Get rid of the category and the quote by, that might help a lot, actually, because we don't use those two fields at all.\",\"timestamp\":\"01:18:42\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no point to see it.\",\"timestamp\":\"01:18:48\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Wait, wait, I actually see.\",\"timestamp\":\"01:18:50\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I use those.\",\"timestamp\":\"01:18:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:18:55\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't necessarily have to be on this.\",\"timestamp\":\"01:18:56\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but they have very helpful if they're on the quote page.\",\"timestamp\":\"01:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're on the quote page, but there's no need for go through these and see if they're, if you're going to, let me, let me take a look at this.\",\"timestamp\":\"01:19:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at a brief look at this and see what the best, because I need to look at the schema and see if there may not be any value to taking those off.\",\"timestamp\":\"01:19:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the thing.\",\"timestamp\":\"01:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if there's no value for taking them off and you actually do use them, I don't want to do that to you.\",\"timestamp\":\"01:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:19:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me see what, what the high, what the lowest hanging fruit to get these speed up, this sped up is, and we'll, we'll kind of go from there.\",\"timestamp\":\"01:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:19:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll just, I'll just tell you, Hey, if I take these two fields off or if I index, there may be a way for me to index these quickly.\",\"timestamp\":\"01:19:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not even the, that you don't even notice.\",\"timestamp\":\"01:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"01:19:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:19:45\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:19:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause even, yeah, the category of the quote, Bob, we don't need those.\",\"timestamp\":\"01:19:47\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"don't, personally, I think it's not necessary on this page anyways.\",\"timestamp\":\"01:19:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, they look like they're indexed.\",\"timestamp\":\"01:19:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I can see here.\",\"timestamp\":\"01:19:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If they're set in this table, see, these are both on this table, so I can tell you right off the bat that removing these is going to give you zero gain.\",\"timestamp\":\"01:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything that's flat, so whenever you see this double period thing, that is more likely a problem, but in calculated, it's mostly this one, maybe sweet.\",\"timestamp\":\"01:20:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those all look like they're, let me just, let me look at it.\",\"timestamp\":\"01:20:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only a few on here.\",\"timestamp\":\"01:20:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not going to take me very long to do that.\",\"timestamp\":\"01:20:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"01:20:40\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'll figure out the best way to apply that.\",\"timestamp\":\"01:20:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't look like it's that hard to tackle that scenario, and if this is the major source of the bonus frustration, let's just fix that.\",\"timestamp\":\"01:20:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, sounds good.\",\"timestamp\":\"01:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right, guys.\",\"timestamp\":\"01:20:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know you don't feel good.\",\"timestamp\":\"01:20:58\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry, this meeting went longer than is there like a sandbox we can test your the new system in or like, so I know in terms of testing, and it's going to take some back and forth for sure to get everything ironed out.\",\"timestamp\":\"01:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, there will be.\",\"timestamp\":\"01:21:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what we can do when you're so this machine here, this Windows machine.\",\"timestamp\":\"01:21:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we can use that is as sandbox entirely.\",\"timestamp\":\"01:21:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is where I did the development.\",\"timestamp\":\"01:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can continue, we can leave this open.\",\"timestamp\":\"01:21:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, it costs a little, but I'm, I'm fine leaving that open until we get that, you know, can we get you at least through that.\",\"timestamp\":\"01:21:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the other thing is, is you can, we can also probably just move up, like a copy of your current solution to here.\",\"timestamp\":\"01:21:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that way you can test against your live actual data.\",\"timestamp\":\"01:21:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just testing against the sample file right now, which tells me that things are connected and pushed, but won't give us yeah.\",\"timestamp\":\"01:21:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:21:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's better to test real data.\",\"timestamp\":\"01:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:22:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We need to know that it works against your actual data and it works against your actual file in particular.\",\"timestamp\":\"01:22:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"01:22:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what we'll do.\",\"timestamp\":\"01:22:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll just keep moving forward like that.\",\"timestamp\":\"01:22:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One other thing, and I don't know, the other thing that we could do, and this is just nothing to commit to today, just something to mull over.\",\"timestamp\":\"01:22:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I have a lot of clients do this with QuickBooks desktop as well because it doesn't really exist in the cloud.\",\"timestamp\":\"01:22:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we could host your Sage on a remote device as well, like this, like I have it here, essentially.\",\"timestamp\":\"01:22:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just something to keep in mind, like if you, cause I don't know how you guys are using that.\",\"timestamp\":\"01:22:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you ever need to access it remotely, like if I'm on a Mac right now, I can't access your Sage at all.\",\"timestamp\":\"01:22:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But since this is not a remote machine, if we had all of your Sage accounting and FileMaker installed.\",\"timestamp\":\"01:22:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"could use FAMC.\",\"timestamp\":\"01:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"consulting Thaler.\",\"timestamp\":\"01:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could then, like I have here, give you a place where you can log into a remote desktop and use it that way.\",\"timestamp\":\"01:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That is a relatively common thing with QuickBooks desktop, and this is a very similar scenario.\",\"timestamp\":\"01:23:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So at some point, if you ever wanted to move to a setup like this, it's something to consider.\",\"timestamp\":\"01:23:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a good idea if we all work from home one day, like I am now.\",\"timestamp\":\"01:23:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, the primary access is if you're not in the office where Sage is, you can log into this, and you have a desktop that's ready to go.\",\"timestamp\":\"01:23:23\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's already connected.\",\"timestamp\":\"01:23:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything's in one place.\",\"timestamp\":\"01:23:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just keep in mind, like I said, I don't want to move anything or talk about that until we get everything working.\",\"timestamp\":\"01:23:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let's get all that going, and then if you guys decide you want to do phase twos, phase threes, whatever you want to do, I'm here to help.\",\"timestamp\":\"01:23:44\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, think right now that we just log in remotely ourselves, either through TeamView or Google Chrome Remote Desktop, but having it set up on.\",\"timestamp\":\"01:23:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, third party computer, might be the way to go.\",\"timestamp\":\"01:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, so you're kind of doing it that same way as it is now.\",\"timestamp\":\"01:24:03\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but we're using our computer from the office, but let's say that's down or something.\",\"timestamp\":\"01:24:06\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"It's nice to have a backup or something, right?\",\"timestamp\":\"01:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It could be the case.\",\"timestamp\":\"01:24:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The problem is there that if it goes down, you don't, the files on the remote machine, there'd be no way to get to it.\",\"timestamp\":\"01:24:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'd have to be backing it up all the time.\",\"timestamp\":\"01:24:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then once you make the changes on the other end, that's kind of the problem with these desktop apps, is that the file itself is the database.\",\"timestamp\":\"01:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no, it's not like FileMaker where it's hosted in the cloud and you've always had access to it.\",\"timestamp\":\"01:24:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It is itself and its own entity.\",\"timestamp\":\"01:24:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it's just a thing that exists somewhere.\",\"timestamp\":\"01:24:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you lose access to that thing, then you're stuck, right?\",\"timestamp\":\"01:24:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just can't get to it.\",\"timestamp\":\"01:24:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even if you had a separate machine, you don't have access to the data because that's its own, it's all one thing, right?\",\"timestamp\":\"01:24:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think\",\"timestamp\":\"01:24:59\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, Sean, to interrupt you again, but just for my own well-being, the data is all on JoAnne's computer, right, for now?\",\"timestamp\":\"01:25:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"01:25:10\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So where is it on?\",\"timestamp\":\"01:25:12\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Data is on our network, and I back it up onto a drive as well.\",\"timestamp\":\"01:25:13\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"So you have a separate computer you're logging in via TeamViewer that this is all?\",\"timestamp\":\"01:25:22\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"I, okay, so I have my desktop, and then Sage is on a network, so when I log in...\",\"timestamp\":\"01:25:26\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"File, the Sage file is on a network drive?\",\"timestamp\":\"01:25:38\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:25:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"01:25:42\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So I log into that, but then every day, every other day, I do a backup onto a local drive on my hard drive, drive H.\",\"timestamp\":\"01:25:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"01:25:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay?\",\"timestamp\":\"01:25:58\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Just so we have a backup, is that what you're interested to know, Chris?\",\"timestamp\":\"01:26:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just to see like how it works, the process, because I think it makes sense to do what Sean's saying, to have him host a remote computer.\",\"timestamp\":\"01:26:04\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Eventually, yes, for sure.\",\"timestamp\":\"01:26:17\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that way you can have access to it, like from your house, so Emma can access it anytime.\",\"timestamp\":\"01:26:20\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"If we're in Vancouver to access it, it's just easier, anyone can access it, it's easier than having one computer.\",\"timestamp\":\"01:26:25\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"But Emma can access from her computer.\",\"timestamp\":\"01:26:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I know, it's all on the network for now, but let's say we get rid of the network in a month or something, right?\",\"timestamp\":\"01:26:35\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If there is no network anymore, you know, I think this is probably better.\",\"timestamp\":\"01:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's all about whether you guys, it's the same thing with FileMakers.\",\"timestamp\":\"01:26:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's about if you want to manage this all or have it in the cloud.\",\"timestamp\":\"01:26:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, it's very common nowadays to put everything in the cloud just for ease of use.\",\"timestamp\":\"01:26:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, you know, 99.99% up.\",\"timestamp\":\"01:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For sure.\",\"timestamp\":\"01:27:00\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Rarely goes down.\",\"timestamp\":\"01:27:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just for ease of use.\",\"timestamp\":\"01:27:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just for peace of mind, ease of use.\",\"timestamp\":\"01:27:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing we can do is set up automated backups.\",\"timestamp\":\"01:27:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a lot of different things we can do when we get to that point.\",\"timestamp\":\"01:27:09\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so Joe, right now you manually back it up, right?\",\"timestamp\":\"01:27:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, each week there's a backup feature on Sage.\",\"timestamp\":\"01:27:17\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sean, if you go to on the over Sage 50 premium accounting, if you go to file, there's a thing there that says backup.\",\"timestamp\":\"01:27:21\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Now you must be on a multiple user system.\",\"timestamp\":\"01:27:30\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"It has to be on, where it says switch to single user, just below.\",\"timestamp\":\"01:27:33\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"You would have to switch to single user and then that will allow you to do the backup.\",\"timestamp\":\"01:27:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's annoying.\",\"timestamp\":\"01:27:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"set that up.\",\"timestamp\":\"01:27:50\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You can't do it like automatically every week or every day.\",\"timestamp\":\"01:27:51\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"You got to manually push a button to back it up.\",\"timestamp\":\"01:27:54\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"I do it manually so that I can pick the drive that\",\"timestamp\":\"01:27:57\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"If going to, I imagine there's a way that I could set it up once a week.\",\"timestamp\":\"01:28:00\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, I have trust.\",\"timestamp\":\"01:28:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have trust issues if I know I've done it myself and I know it's done.\",\"timestamp\":\"01:28:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, here's the thing, you know, you guys, if we want to set it up, we'll figure out, I'll figure out a way to do it.\",\"timestamp\":\"01:28:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can take snapshots too.\",\"timestamp\":\"01:28:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is we can take snapshots of the whole machine and store those.\",\"timestamp\":\"01:28:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's another way to do it.\",\"timestamp\":\"01:28:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I wouldn't worry about that part of it.\",\"timestamp\":\"01:28:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then here, the other thing is, is like, let me show you something.\",\"timestamp\":\"01:28:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So here's, I think I can show you this without getting anybody mad at me.\",\"timestamp\":\"01:28:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I wanted to show you some of my clients backups, but I don't think there's anything.\",\"timestamp\":\"01:28:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to think if there's anything I should, or I shouldn't show you, but, um, I think it's just their names.\",\"timestamp\":\"01:28:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can call them, I guess, if you want.\",\"timestamp\":\"01:28:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, so yeah, I mean, if you could see here, like here's, here's my client.\",\"timestamp\":\"01:28:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So in their backup file, can see that these, this is actually, they host their QuickBooks file, the way I'm talking about.\",\"timestamp\":\"01:29:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they can actually go into the QuickBooks file, and they can see their backup.\",\"timestamp\":\"01:29:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's, you know, and if they need this backup, they can download it from here.\",\"timestamp\":\"01:29:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it, you know, that's how that works.\",\"timestamp\":\"01:29:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is, is we can even send you an email.\",\"timestamp\":\"01:29:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We can set it up however you want.\",\"timestamp\":\"01:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you want it to be smarter than that, like if you wanted to say, hey, if no backups been made in 24 hours, send an email, we can do that.\",\"timestamp\":\"01:29:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just keep in mind, there's nowadays, there's no reason for you to be scared or limited by technology.\",\"timestamp\":\"01:29:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There should be, you know, infinite number of things we can use to put you at ease that\",\"timestamp\":\"01:29:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Things are happening that you expect.\",\"timestamp\":\"01:30:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, and I can tell you a number of some crazy other things that can be done nowadays.\",\"timestamp\":\"01:30:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's MCP servers, there's, there's, I mean, you literally go into something like Slack and say, Hey, how, when is our last backup?\",\"timestamp\":\"01:30:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like we can do things like that.\",\"timestamp\":\"01:30:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it is just, I mean, mind boggling the tools that we have, and not only just the tools, but the features that we have nowadays and how quickly the They can be implemented.\",\"timestamp\":\"01:30:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it's not just that you can do something in the old days.\",\"timestamp\":\"01:30:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"was possible to do those.\",\"timestamp\":\"01:30:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I say old days and talking about like 18 months ago, it was possible to do all these things, but now we can implement them that much faster because of, because of the, we'll call it AI, but that's an oversimplification, but I use that term just to, to make it clear.\",\"timestamp\":\"01:30:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, the AI, if you will, just so many features, so many.\",\"timestamp\":\"01:30:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Speed of use and different things we can implement nowadays.\",\"timestamp\":\"01:31:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, you know, it's crazy.\",\"timestamp\":\"01:31:02\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:31:06\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Reporting too.\",\"timestamp\":\"01:31:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'd love to talk to you guys about reporting someday.\",\"timestamp\":\"01:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You talked a little bit about reporting earlier and finding out, you know, where your, where your weak spots in and if there's different reporting things we can do, evaluating which job sites are profitable, which are not, you know, there's all kinds of different things that you can do.\",\"timestamp\":\"01:31:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, so yeah, which, even which products are profitable, not profitable.\",\"timestamp\":\"01:31:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, I have a flooring, another flooring contractor, you know, and they, they do a lot of reporting.\",\"timestamp\":\"01:31:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm pretty familiar with, with how that works and, you know, even reporting down to the different product types and, you know, as LVP versus hardwood versus carpet versus different things.\",\"timestamp\":\"01:31:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They, they have a bunch of reporting that they do just to see which sales guys are good at selling different things, which, which things are profitable.\",\"timestamp\":\"01:31:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll in the next\",\"timestamp\":\"01:31:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They can, and they can spin that up on their own.\",\"timestamp\":\"01:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's, it's pretty crazy what you can do nowadays.\",\"timestamp\":\"01:32:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you run into that scenario, like, gosh, I really wish we could do X, feel free to ask and I'll, I'll let you know what we can do.\",\"timestamp\":\"01:32:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:32:14\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"01:32:16\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, Sean.\",\"timestamp\":\"01:32:18\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:32:19\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"01:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Have a good this afternoon.\",\"timestamp\":\"01:32:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Appreciate you.\",\"timestamp\":\"01:32:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:32:24\"},{\"speaker\":{\"display_name\":\"JoAnne\",\"matched_calendar_invitee_email\":null},\"text\":\"Take care, Sean.\",\"timestamp\":\"01:32:25\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Looking forward to seeing it.\",\"timestamp\":\"01:32:26\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, Sean.\",\"timestamp\":\"01:32:27\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye-bye.\",\"timestamp\":\"01:32:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"01:32:28\"},{\"speaker\":{\"display_name\":\"chris spartan\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye-bye.\",\"timestamp\":\"01:32:29\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/699604159\"}"},"script":"Fathom | Incoming Log"} Result: {"response":{},"messages":[{"code":"0","message":"OK"}]} -------------------------