Posts

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
  • 2005 Views
  • 4 replies
  • 0 kudos

Resolved! jobs vs appointments

I want to force our techs to fill out a daily form, but as far as I can tell, have to create a new job daily to do this.I work in large-scale install projects and want to use some of the job features with tags and forms, but my issue is that I create...

jtullous by New Contributor II
  • 3305 Views
  • 6 replies
  • 1 kudos