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...
We currently have to put a job on hold and tag a certain staff member in
order to know whose responsibility it is for administrative work (i.e.
prep the permit, order parts, etc) We have set up users for the staff
and if we could assign the job to th...
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...