Posts

Resolved! Material List Form Alert

Right now I can get an emailed alert when a material list form is complete. The problem is this form alert happens whenever it gets filled out, which is fine, but I do not need the material list emailed when it is just a quote. I need it only emailed...

CSRColvin by New Contributor
  • 2004 Views
  • 2 replies
  • 1 kudos

E-Sign form link killed when complete a Job. PLEASE FIX.

I spent days troubleshooting this topic after feedback from a customer. I have confirmed by testing that E-sign links sent to customers do not work if we close out a job. However if you reopen the job/appointment the original e-sign link will work ag...

Seth by New Contributor
  • 2317 Views
  • 4 replies
  • 0 kudos