Does anyone have a good procedure for putting a banner similar to the
"Do Not Service" one at the header for people who have outstanding
balances or credits?
We are hoping to be able to have our standard warranty statement pdf as
an available attachment on all estimates when they go out. Currently, if
I'm adding an estimate to an existing job it shows up but it doesn't
show up when I send out the initial ...
Hello! Not sure if there is a way or if it just needs to be an idea but
when we book an estimate into a job, it would be great if it pulled into
the job description so we don't have to copy and paste each line into
the description?
My name is Tiffany Karpavicius and I'm the Director of Operations for a
well drilling, pump and water filtration company in Olympia, WA. Hope
everyone is having a great day!
We haven't found a way unless the technician gets it signed in the field
by the homeowner. We send a separate document via Adobe Sign and then
have a tag that we add to the customer once it's signed.
