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!
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...
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
Looking for the best way to handle two estimates for one job. There is
no way that i know of that you can merge the two estimates together for
one job. We have to make two separate estimates for some of our
financing options. It would be great if Ser...
