We leave our estimates open incase the customer changes their mind down
the road. It stays in their account history permanently so we have
record of all the work that was either completed or advised to be
completed for that location. We do advise the...
My apologies, I misunderstood. When we send our emails we are routed to
Outlook as well. It does show up in the job history through ST though. I
am interested as well to see if there is a feature that allows email to
remain in ST without having to go...
We have always been able to call and email our customers directly as
long as their contact info is added to ST on their profile. You should
be able to access email and phone directly from each customer's profile
and location record. This may be an ad...
Hi Amber,The company I work for requires customer to put a CC on file to
hold the appointment slot. We advise the customer it will only be
charged if there is still a balance after 30 days from invoice being
sent. This also lends the conversation of ...
