Tag: SOM
- 1Estimate to SaleWe utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay... Read more...
- 16Add Department as Required Field for Customer and SOMWe want to be sure we are adding departments all over the software to take advantage of what we read regarding the dashboard system. Departments are very important. In Preferences > Customer:Job... Read more...
