seth_tes
New Contributor II
since ‎12-31-2020
‎03-31-2023

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  • 11 Posts
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User Activity

When looking at estimates, there is no way to see if Membership pricing has been applied to an estimate or invoice without looking in pricebook for a side by side, line by line comparison in another window. It would be great to see on the task or est...
When in the customer account view, a customer could have several estimates (none of which have an estimate number), along with several jobs and several projects. It would be nice to have visibility at the account level as to which estimates and jobs ...
When booking confirmations get sent via SMS to the customer, would there be value in that "C" reply automatically confirming the appointment on the dispatch board and changing the color coding to the confirmation blue?