alyssa_d
New Contributor II
since ‎12-09-2021
‎12-05-2024

User Statistics

  • 7 Posts
  • 0 Solutions
  • 1 Kudos given
  • 12 Kudos received

User Activity

I know currently we can only add the online payment link to an invoice and a statement. We do majority Home Warranty Service calls and the Home Warranty customers we work with have to pay the full estimate amount first before we start sourcing, or do...
Majority of our jobs turn into Projects. It would be awesome if we could edit tags in the Project page without having to open each job/appointment one-by-one. It would also be great if we could add tags directly to the Project!
If we could choose only one technician, or a few technicians at a time to compare their routes on Map 2.0 that would be a huge help! Also, if we could filter by Teams. We have Teams set up as "Installers", "Comfort Specialist" and "Technicians". Righ...
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