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We do a lot of New construction HVAC that can take sometimes a few months to finish due to a variety of reasons, how do ya'll book that when you don't install equipment rite away but need to take a down payment?

Currently we have put the job on hold but that is creating a problem for accounting and I called support but they said the best way is to keep it on hold or keep changing the date of the main job created for the invoice that shows the equipment infor...

by Former Community Member
  • 1006 Views
  • 5 replies
  • 9 kudos

Removing call windows?

We are moving towards removing our call window when speaking to customers. We are going to begin being more vague with customers. Our new phrase will be, 'I can have a technician there before 4' Does anyone have suggestions on how to do this through ...

amatusza by New Contributor II
  • 1035 Views
  • 4 replies
  • 2 kudos
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