Has anyone else lost the option to email the job invoice and estimate
together on the office side? I just noticed the option to include
estimates as a PDF when you click the email button on the invoice page
was gone. I just got with tech support but ...
Added another idea to the page today. Vote if you agree.There should be
an audit trail on the customer and location pages themselves like on the
job history to show when and who makes changes to the accounts. For
example, when addresses are updated o...
It would be nice if we could attach a document to a particular note that
we are putting on a customer or location page instead of having to go
through all of the attachments to try to find the one that goes with
that note. For example, we received a ...
I have noticed that within ST, you cannot delete a note on a
customer/location profile. I understand the reasoning behind this
however, sometimes a note is no longer relevant and I'd like to delete
it. We have recently added in a custom field on the ...
We work with multiple real estate companies and buyers to provide real
estate inspections before a purchase. With regard to customer cards and
locations, what is the recommended way to keep track of real estate
companies with multiple agents who have...
On the customer profile page, under the email section, there is nothing
listed even though we have emailed invoices, estimates, and forms from
both the mobile and office. What emails are supposed to show there?