The investment guide categories should not list inventory parts it should only show services. What we have done to help not select a part when pricing a job is we added a * in front of the category name and made the category name all caps to identify it as a price book category and […]
Investment Guide Categories Read More »
Add selection box for customer name. Would like to see an improvement with the Reminders List. When a customer calls and approves a job our dispatchers will put in a contact log and reach out to the sales person to remind them to order materials. The dispatcher will also put that they reminded the sales
Reminder List Enhancement Read More »
Currently estimates do not show who estimated the job on estimates in mobile. On the pdf that gets sent out we have no idea who made the estimate unless we look up the customer history. Would like to add the estimators name on the mobile estimates.
Estimator Name on Estimates Read More »
Chat feature can only be installed on windows machines to work with TOM. Would like to be able to use when working on my Mac Machine. I know we can use Mobile but I would have to have a license for TOM and mobile. Would be nice to be able to work from the Virtual
CHAT Feature limited to Windows Only Read More »
