Ready to create Recurring Services? Read this first! ... View more

Phase 1: Transaction Hub & Auto-Batching ... View more

Hi All, My question is how are 'you' doing contracts and change orders?  The state of Oregon requires a contract for any job over $2,000 along with notices to be given to the customer to protect them from liens.  With our last CRM/FSM we were able to use an e-signature program that pulled the information straight from the estimate and put it into the contract.  It eliminated so many issues with the contract not matching the work order.  There was no double or triple entry from estimate to contract to the job.  We are still using the same e-signature program, but we are not manually entering the information. So, what are you using for contracts? Another issue we have are change orders.  We are a water filtration and pump company.   There are times we may go out to do a filtration installation and discover that a pressure tank is bad.  If we can, we will replace it while on site.  However, we need to do a change order.  I uploaded a PDF of our Change Order into Forms.  Which is okay, but not very user-friendly.  My technicians were like... 'Can we still use the old carbon copy?'    What are you using for change orders?  Any recommendations would be appreciated! ... View more