User Activity

I'm sure this has been asked before but I'm having trouble searching in the community. How does everyone handle selling technicians? Most of our technicians are selling techs so they do not flip leads to our sales people. How do you handle this? I ha...
Just curious who here has CSR's that are strictly outbound callers? Right now, our CSRs are handling both and I feel like the out bounding is getting a bit neglected. If you do have out bounders, what does that role look like? What expectations do yo...
We have a series of terms and conditions for sold HVAC replacement jobs. What is the best way to attach that to an estimate being sent to a customer and/or being signed?
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