Is anyone else having a problem where they send a customer an invoice, estimate, or reminder via email and it's getting caught in the junk mail folder? Is there a way to fix this on our end without having to coach the customer through how to add us t...
Please vote: COMMUNITY-I-2953 If an ESTIMATE is dismissed, the follow up history will show who dismissed it and when. If an OPPORTUNITY is dismissed, there is no record of it in the follow up history. I need to be able to see who dismissed the opport...
It would be great if there can be an option in the opportunity page (near the sold button) to email an estimate whether there are multiple estimates or just one in the opportunity besides going into the physical estimate to send. Just would be nice t...
Is there a way to duplicate an estimate, then change the service address? This would sure be a timesaver when doing the same work on multiple locations for a client.
When sending non-job estimates via email to customers, there is no way include any attachments. For us, this would be a nice feature when sending quotes/estimates for a membership to a potential member. As one of the dispatchers, we are the first to ...
How do I get rid of this? causing big problems with equipment estimates. We dont offer potential savings on new equipment
I am looking to have our terms and conditions connect to every estimate (terms matching service type). Does anyone know the best way to go about this? just add this link will not allow me the ability to have our clients sign or check that they acknow...
We often have a CSR accidently dismiss a Recurring event and there is no wat to get it back.
Hello,Does anyone have a suggestion on how to show the net cost on a estimate after rebates?Example: Job is $15,000 and the customer qualifies for a $1000 rebate to be paid directly to the customer from the utility provider (it does not affect our up...
Is there a way to hide the equipment from an estimate? I've been building out proposals, but if I go to the office side and set up an estimate using a task, it shows the equipment on the page with the estimate. Any recommendations?
