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...

Watermark1.PNG Watermark2.PNG
legacyde by New Contributor II
  • 1477 Views
  • 9 replies
  • 5 kudos

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...

NealMims by New Contributor
  • 447 Views
  • 1 replies
  • 0 kudos

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...

ladams by New Contributor
  • 660 Views
  • 1 replies
  • 0 kudos