Hope y'all are doing great! So, here’s the deal. We're trying to up our
game with how we handle our HVAC/plumbing service calls, and we could
use some pointers from you wise folks.Here’s How We Roll Now:The
superstars at the front desk (our CSRs) slo...
How do you all notify your technician that the estimate they wrote while
onsite sold/converted to a job?I have alerts set up to notify the
creator when online estimates are signed but we are not using this
currently to avoid itemized price break down...
Anybody have the Create Estimate from Job Booking page toggled on? What
kind of business units are you using it for? Have you run into any
issues allowing CSRs to build an estimate for the tech from the
office?We don't give out pricing over the phone...
We are trying to create a standard naming procedure for locations and
wanted to see what everyone else is doing.Right now we create a tenant
and location with the same name but that throws it off when "Jason's
vacation home" gets sold and has a new o...
When our techs go out to a tenant/landlord job and there is a card on
file, a signature is required even if the landlord is not present. Is
there a way the tech can charge the card on file upon completion without
a signature? Or use the authorization...