I've had over a dozen times now that when i click the item group button and type in my Parent Item and hit save it turns into a task on my estimate. ( i have been carful to make sure i am clicking item group and not task button) any one else having t...
Hello, I'm having an issue with one of my tech's. For some reason his sold estimates are not showing on his tech performace sales chart. Any insight on this? Thank you in advance!
Does anyone know if there is a way to convert an estimate that was created on an existing job to a template?
Can multiple estimate templates be selected and combined when creating a new estimate?
what is everyones current work around for this: If you sales staff bid a job, and put percentage discounts on multiple estimates, what is everyone doing if you are combining those estimates into one job, to keep multiple discounts from population? I ...
Why can we NOT put a sold estimate on an existing job???!! Makes no sense why we have to book a new job.Example: we are at a customers house and the customer wants to accept an estimate from a previous visit. If we sell the estimate, you can not book...
Can you automate estimates to resend to customers after a certain number of days if they haven't accepted?
I have a technician that has follow ups populating for Opportunities that have sold estimate that was completed the same day. It doesn't seem like any other technicians are encountering this. They also show up on my Follow Up/ Unsold estimates. When ...
At the office level, our service estimator created multiple estimates for one opportunity. The estimates are the same, but for different lot numbers in a mobile home park, so same bill to, but different location. I want to create separate projects fo...
Hey Community Friends! I just posted a new idea that I would like to get votes on! Thanks!Ability to Access Estimates from Mobile without Re-Dispatching
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