Call Booking

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Pinned notes

Is there a way that pinned notes can carry to another call for the same customer when booked as a project? Example: Gate Codes. Instead of having to keep looking up past invoices for the gate codes... Does anyone have suggestions on where they put th...

Resolved! Create duplicate jobs within a project

I need a way to duplicate a job within a project. We have a lot of multi-day jobs going on all the time. It would be so much more time effective to be able duplicate the jobs rather than have to create multiple new jobs and copy and paste all the sam...

Web Scheduling

We are running into issues because our service times are 8-noon and 1-5 yet our web scheduler gives customers chance to pick specific times. Secondly, we are closed on Sundays but the web scheduler allows customer to choose service on Sunday. Is ther...

Resolved! Editing/Deleting Notes on Customer & Location Page

When making a note on the "Customer Page", we have the option to also save it to the "Location Page" and vice versa. However, when we need to delete the note, we don't have the option to delete it from both pages. Same with editing what we wrote. We ...

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