Hi everyone - We are having inside sales do lead setting on replacement
opportunities where the technician did not turn it over (set the lead).
I want to see how those jobs perform compared to our marketing leads or
technician turnovers .My idea is t...
I want to make an email that sends out annually to remind clients to buy
their year's supply of filters.I can pull an audience based on the
purchase date and material, but I can't make it send yearly to everyone
who purchased the product every 12-mon...
If I'm right you would add that list in the task description for the
maintenance visit. When you create the job type for a maintenance visit,
set it so it automatically populates new jobs created with that task for
ease of use. The invoice should sho...
Thank you! We have filters listed on our website, so I planned to point
them there and prompt them to book a tech if they need help. I have to
admit I have not been utilizing groups very well in creating audiences.
This was very helpful. I was thinki...
Yes! Something similar happens when a technician sells a repair and sets
a lead, but I cannot articulate it well. ST likes to unmark it as an
opportunity because there is a sold estimate, and then it doesn't count
the replacement lead generated.