KhianaKlatt
Valued Contributor
since ‎07-25-2022
‎06-02-2023

User Statistics

  • 363 Posts
  • 5 Solutions
  • 373 Kudos given
  • 433 Kudos received

User Activity

Send one email for bulk estimates

05-25-2023
Please help vote  When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it ea...

One email for bulk estimates

05-25-2023
When we send a customer several estimates - they receive several separate emails. Can we make it so when we send them their options (IE one repair estimate, three replacement options) they get it in ONE email? This would make it easier for them to vi...

Edit estimate name from mobile

05-25-2023
We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...

Make estimate names more descriptive

05-25-2023
We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location in the title so they kno...

Please help vote!!

05-25-2023
Greetings fellow CSRs! We have property managers who are receiving literally a hundred emails from us per week. Can we change it so when our techs send them estimates from the field the Estimate Name is more descriptive? It should have the location i...
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