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Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake...
Hello, I am reaching out to the masses for some guidance. My organization is a small but growing organization. We have 9 Service technicians, 2 repair technicians, and 4 install crews (2 people for each crew, totaling 8 individuals). We only perform ...