AmyRandall
New Contributor
since ‎08-07-2023
‎10-18-2024

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Hello everyone- I am trying to figure out how I can set up an alert to be notified when we have a membership that is getting ready to expire.
I am looking for some help with finding a way to have a PDF fillable form(non service titan form) smart field line that would pull from the APPROVED estimate task line. Details: When we are out on a job and they need to replace furnace or AC, our tec...