We have many commercial clients, such as restoration companies that need us to attend new locations. Technicians book in emergency/after hour calls and are unable to add a new location. The office has to merge clients at this time the following day
I would like to know if there is a way to adjust the template for assigning new customers so that I don't have to uncheck notifications to email every time and then go to the billing screen to then check the box to send invoice by email. I want this ...
The same scenario with a new customer calling that just bought this house.
Drive time was more close to 1hr, there are some techs that just live farther but need to be brought to town to have opportunities on the board and sales, i try to keep them close to the highway for those techs. What are other company's doing to make...
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