@Vahe So the Customer Portal is a great idea...But the follow thru is
severely lacking.I would like to invite a customer to have access to all
their Customer Facing data: invoices, estimates, jobs in progress,
current balance, payments, credits on cu...
I would like to have the ability to categorize my tag types.Add a field
to the Add Tag called category. Enable the tag to be available to "ALL";
"Calls"; "Jobs"; "Customer"; "Location" or possibly select any
combination, with the option to show on di...
When I read the general use for Task Management it seems to be focused
on customer complaints, refunds, and warranty parts. What I would like
to use it for is accountability for duties for staff and techs. I would
like to set a recurring task for tec...
I want to propose a solution: add a block number button to the booking
screen that opens the block numbers screen in a pop-up window,
auto-populates the "customer's" inbound number, and allows a reason
entry. That should be a pretty easy addition and...