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...