They can access the pricebook when not on a job if they use the Manual
Invoice under their profile. This opens a blank invoice and they can
then see the Invoice and Materials.
We have had a string of customers asking if we have been out before and
then our tech gives out the information of what the previous homeowner
paid for and that is a BIG NO NO. This can get us into a legal battle.
There is nothing on the mobile side ...
All of our lines are setup to record so all incoming calls are recorded.
We often get calls from financial advisors, legal council, employment
officials, drug screening companies that call on any of our listed
numbers and we cannot have the sensitive...
I asked support this question this morning. As of now you have the
option of letting employees hear all or none of the recorded calls.
Engineering can delete a specific call if you contact support and give
them the information but it takes 1-2 weeks ...
