We are needing our technicians to have access to our customers
info/history, pricebook pricing and pictures from previous jobs without
having to book a job. Is there something on the mobile permissions that
we can allow that? Most of the time they ne...
Agree with doing a diagnostic first. But we want our techs to have
access to customer info and pricebook without looking at a previous
estimate or booking a job. I take it that feature is not available yet.
Thanks, I checked and we have that View History tab on. Like you
mentioned, it just shows info once a job is booked and the tech is in
it. They also need to have access to our pricebook without booking a
call. Many times a customer will call in and a...