Why can't we attach a sold estimate to the job it was sold on; from the
office after completion?Example: the tech screwed up and didn't mark the
estimate sold while he was on site. Now we need to mark the estimate
that he created as "sold" and attach...
Our techs accidentally hit this button and customers accidentally hit it
as well. These days, no one is asking us to go contactless, so how can I
remove the e-sign option permanently?
I believe you can do this through the mobile side of things. Click
e-sign and you can text with an attached estimate. Once the job is
closed, I'm not sure how though
I agree on this. The customer will call back and book the job, then when
we are going through our leads, we can't dismiss the lead or link it
back to the booked job, so it throws our booked lead percentage off and
creates a mess of the leads in the f...
I'm having the same problem. My POS is stuck. It works fine on a
co-workers. I restarted the computer, logged out and back in, erased
cache. Let's hope support helps! Did you ever get yours fixed?
