When sending non-job estimates via email to customers, there is no way
include any attachments. For us, this would be a nice feature when
sending quotes/estimates for a membership to a potential member. As one
of the dispatchers, we are the first to ...
Until a recent update, we had been able to sort expiring memberships by
the membership type in the follow-up tab. Now that the names of them
have been changed, it just results in an error when I try to sort them.
It also doesn't help if I export the ...
There are a some cases where our customers have to provide us with a
P.O. for a commercial membership sale/renewal. The only place to add
this P.O. is under the invoice summary or under the task description
itself. I think it would be nice to have a ...
I love being able to build estimates and send them to customers without
creating jobs. Now to just add the option to attach documents as well!
I'd like to send a membership estimate along with our brochure with more
info. But it's not an option with ...
I know I am late to this conversation, but I have used this a few times
to sort the visits to find out some of the ones that I may need to
dismiss. When you search for recurring services in the follow-up tab for
whichever dates you are trying to sort...