I'm having trouble finding what ST considers the "trigger" to allow
estimates to be added to existing jobs, versus only being able to be
booked as New Jobs.We have a department that sometimes has to go back
and sell new estimates on a job contingent ...
No, and you're correct it is always in the way, especially with the new
dispatch board flyout menu taking up the same real estate on screen. If
you have the Phones Pro box open though, and click the wrench, there is
an "Auto-Collapse embedded phone" ...
If they're only making outbound sales calls the basic seat.The advanced
seat is mostly designed for CSRs and pretty much the only difference
between basic and advanced is being able to accept inbound call bubbles
easier, and the extra money that they...
Set-up was fairly smooth, and the support calls for on boarding were
fairly straight forward. Michael has obviously done this enough that he
knows where to go and what to click fairly quickly to get a new account
set up. The longest part will be numb...