Estimates
Is it possible to add photos to an estimate? Or can that only be done after the Estimate has been sold?Thank you
Posts
Auto Adjust Splits
Hi all, I was having some issues with closing out a job and creating a new appointment on a multiple man job. We noticed, since we had recently terminated an employee, who was 100% on the job, we were unable to do these requests. It would be nice in ...
Resolved! Make preferred tech more visible on location profile
I love that in the customer location you can select the customer's preferred tech however, I wish it was more visible! Could we add it to the top of the page near the customer's name? Or find a way to make it stand out more - add a banner, bright fon...
Assign new phone number to customer at call booking
When an existing customer calls in from a new phone number, there should be a way to assign that new number to the existing customer once I select them from our customer list. Currently I have to do this after the call is booked by going into the cus...
Scheduling Assistant
Just looking to get an idea on the opinion of the Scheduling Assistant tool. How useful has it been for users? Would you recommend it?
No longer able to select number used for outbound calls, Please Help!
Please Help!!!Approximately three weeks ago, we lost the ability to change our outbound call number for my CSR's that work remotely. Does anyone have an idea of how we can restore this feature? We've tried using customer service three different times...
No call bubble or audio recording
I have been having trouble with call bubbles not appearing and calls not recording. Last week tech support blamed it on that call bubble glitch however, it happened again today. I had call bubbles not appearing this afternoon and another 5min call I ...
Resolved! Scheduled Appointments
Has anyone ever had this happen, the reminder is correct & the schedule is wrong?
Trouble with Business Units
When creating a Job for my company all my Business Units are not showing when i create a Job i was concerned that maybe the Units were not active in Settings but when i looked at it all were showing active. Wondering am i doing something wrong. I jus...
Resolved! Phones
Is there a formula for how many people I need to answer the phones, booking agents? I'm getting 400 plus calls a day and the two i have are not able to keep up. Is there any data out there that gives best practices for this issue?
