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03-28-2023 10:30 AM
Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake estimates as invoices and calls our CSRs, most times yelling because they believe they have been charged for an estimate. Adding a watermark to estimate will reduce these unessassary calls, save man-hours, and create a more efficient estimate process. Photos are attached of examples of what an estimate could look like.
Solved! Go to Solution.
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03-28-2023 10:57 AM
Good idea! If you drop this in ideas and share the link, you will get my vote!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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03-28-2023 12:30 PM
Great idea. Definitely share this in the ideas section on community so we can vote for it and hope ST sees it and implements it. 🙂
CSR ServicePlus Heating and Cooling
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04-11-2023 10:04 AM
what a great idea!
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03-28-2023 04:10 PM
Glad you shared, I’ll put a vote in too!
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03-28-2023 01:58 PM
Below is the link to the Idea! Please go vote!!! Get those numbers up!!!!
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283
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03-28-2023 12:20 PM
I LOVE this idea!
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03-28-2023 10:57 AM
Good idea! If you drop this in ideas and share the link, you will get my vote!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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03-28-2023 01:56 PM
Thanks! It has been added! Here's the link
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283
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03-28-2023 01:59 PM
Thank you for sharing! I voted!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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03-28-2023 12:30 PM
Great idea. Definitely share this in the ideas section on community so we can vote for it and hope ST sees it and implements it. 🙂
CSR ServicePlus Heating and Cooling
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03-28-2023 01:57 PM
Thanks! It has been added! Here's the link!
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283
