inf8380
New Contributor II
since ‎09-13-2016
‎10-30-2024

User Statistics

  • 7 Posts
  • 0 Solutions
  • 0 Kudos given
  • 11 Kudos received

User Activity

I had an idea to be able to mass delete technician shifts. You can bulk add them but you have to delete them one by one. Please go vote for my idea!!!
We are wondering if there is a way to have a drop-down menu when dismissing an estimate to write in why they are dismissing the estimate. Or prepopulated dismissal reasons (price to high, found someone else, etc.)That way we can pull a report on dism...
Whenever we have abandoned calls that are 10seconds 12seconds, etc. How do we classify those calls correctly if no one actually answers it? Do we leave those as abandoned calls?
Hello, we are wondering the best practice for when a technician has completed a job and a customer calls back and wants to ask the tech a question about an estimate/invoice. We have been creating an additional apt stating "Please call customer regard...
Hello Community,We are wondering what the best practice is for when to create an apt. vs a new job. Also, when an estimate is approved and has different phases of the job. Is there a way that we can create a Project up front and pull line items from ...