We have reminders set up for recurring services. When people call and ask not to get any more reminders, how do I remove them from that mailing audience only? (Dont want to mark him "remove from bulk emails" just don't want him to get any more of thi...
If my lead generator turns a lead over to the office how can I link that back to him? I don t want to use a marketing campaign for this. Also, when the lead sells, how can I link that to him too? My lead generators get $15 for a booked and ran lead a...
So is there a way that my techs can view the equipment on a certain job when they are on call without booking the job completely. I have not found a way that they can look at the existing equipment without booking the entire call.
I'm doing a large scale edit of my pricebook. I edit much better when I can print a paper copy of all the fields of a task. This is simple enough in Word with the mail merge function. I'm printing out all my tasks but the Description and Warranty inf...
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