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CJackson · 11-07-2023

Wish Titan allowed more than one name field, so we could have both initial customer and their SO's name clearly in the Bill To screen.

CJackson · 09-24-2019

CJackson · 09-30-2022

We created a custom report that shows all sold estimates for whatever time period we are looking at it. It includes the associated install job. Any that have no associated install job are unscheduled, so we can follow up with them from that report.

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When a customer signs an estimate from home, they think that the job is automatically booked. A report that shows sold estimates without a booked job would be ideal, but I cannot find one. Solutions?

Re: When a customer signs an estimate from home, they think that the job is automatically booked. A