dphilcox
New Contributor II
since ‎01-24-2023
‎08-24-2024

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  • 12 Posts
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  • 3 Kudos received

User Activity

Customer called to cancel their scheduled appointment. The job was book through the sold estimate. When Im going to cancel the job it says that I will not be able to book the job in the future off the sold estimate. Am I doing this correctly or is th...
We are booking our technicians for training in the mornings and on the dashboard it is counting this as an opportunity for the them. It is the same thing for booking follow up phone calls. I am trying not to affect their metric numbers. We currently ...
Currently we are booking our return job off of sold estimates for job that could not be completed same day. In doing so, the invoice that the technician writes up in his summary does not get applied to the invoice from the initial job and puts it int...
Does anyone know how I can send a customer an email that contains, the invoice, the photos from that job, and the proposed estimates. The invoice has been closed and exported already. Im trying to put this all into one email if possible. I know how t...
We are trying to book a return job to complete sold estimate work. Sometime it provided options to select certain items to book the job from, and other times we can not select anything. How can I get those jobs booked so they are linked to that sold ...