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...
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...
Our SM Wally was completing a customer estimate and we are all set up with TURNS Financing and it doesn't show when he comes back to work at his office station (As he has two sign ons) How does he have equals and view with both without having to be a...
I would love for a specific check box to trigger a specific tag to add to the job/ project when it is selected on a form
