We believe the schedule's functionality could be enhanced by introducing color-coding for paid invoices.Since we rely heavily on the schedule, it would be greatly beneficial if appointments automatically changed to a different color once the job is c...
Curious to see how everyone handles sales commissions.
Whenever we create a job, in order to add a price and the description of the job, we need to add a task in the invoice. I believe that this is an unnecessary extra step and we can do all that while creating a job itself.
Is there a way to give all my CSR's access to property data. The button is under the service location address for all my admins but not my CSR's. I haven't been able to locate this feature in the permissions tab for employees
