Posts

Project Tracking

Does anybody have any workarounds or workflows to track projects status? We're not an HVAC company or anything, we do projects such as building outdoor spaces like patios and water features. Some of these projects are 2 days and some are 4 weeks long...

codybumpus by New Contributor III
  • 1949 Views
  • 5 replies
  • 2 kudos

Text Messages based on job type

I wanted to see if anyone else was interested in this. We want to be able to text our customers a different message based on what job type it is. So in our case, we have sales, service, and install calls. We would like texting to be different based o...

AlexFandI by New Contributor
  • 2006 Views
  • 5 replies
  • 0 kudos