alexalvarado
New Contributor II
since ‎06-22-2022
‎05-23-2023

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  • 5 Posts
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Is there a way to add different job summaries for different appointments on a job?For example, if we go out for a service call and afterwards find that we need to go back for additional workWhen I add a new appointment, it shows the same notes for th...
If we go out for a service call that then turns into us also doing the preventative maintenance for one of the upcoming visits a customer may have, is there a way to link the preventative maintenance that shows as still be needed to that exact job & ...
There should be a delete option for when you create an estimate you can delete it.For example, if you select the wrong customer and start to create an estimate. The solution would be to delete it.Or if you start to create an estimate that is no longe...