10-16-2023 02:36 PM
When I am looking at technician productivity reports and I see an estimate closed out as "no sale" or "nmt", But then 2 days later, we see the call again on board with the estimate sold. Should this not go back and attach or change original call from non-sale to sale. I have seen this with multiple technicians on the commercial side where approvals for work take a couple of days many times.
Marshall
10-18-2023 02:10 PM
Hi @Marshall and congratulations on your first post 🎉