Tag: #automation
- 2Customer Payment LinkWhen a customer pays their balance via a payment link please post the payment to the customer's account. Using payment links, as currently designed, creates a reconciliation nightmare that can be easi... Read more...
- 1Estimate Presentation Module (AMII)We propose adding an Estimate Presentation Module to AMII. This module would allow technicians to create, present, and manage multiple estimate options directly from a work order. Key Features: Es... Read more...
- 1Field Estimates Work FlowThe option building/estimate/presentation work flow for AMII could use a workflow refresh, especially for those who present several options in the field that are comprised of several group type items.... Read more...
- 2View Technician's Notes on Work Order ListCan you add the option to view Tech Notes as a Column on the Work Order List? It would be great to be able to look at the day's calls and quickly review what was done, all in one place.
- 1MOP Automation for Cash DiscountsWe offer a cash discount. It would be awesome if when the Tech selects the method of payment, an item for cash discount (if applicable) is added to the invoice.
