Resolved! Forms Disappearing
Has anyone had issues with forms automatically deleting after the tech has filled them out? It seems to have just started. I had the tech do a tablet update and log out and log back in.
Posts
Resolved! Add watermark to Estimates
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...
Best Practice for Signatures
Hey Guys, Not sure if this is available in ST or not. Is there an option to request a print signature and a signature signature? We have some techs pencil whipping signatures and want to have a best practice to prevent this from happening. I think ha...
Customer Authorization Forms per Job
We have forms set up for customer's to sign authorizing us to complete work on the property and another form the customer signs when job is completed. I have searched and searched and watched all the videos I can find on how to stop triggering that f...
