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6 results found

  1. Leads: customize status & assign tech

    41 votes
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    under review  ·  9 comments  ·  General  ·  Admin →
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    info supported this idea  · 

  2. Part location

    10 votes
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    1 comment  ·  General  ·  Admin →
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    info supported this idea  · 
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    info commented  · 

    we also have this problem, I think the easiest development fix would be ... if part location was an available tag, we could add it to the invoice or estimate to make it easy to pick parts

  3. allows "canned responses" from estimate/invoice

    12 votes
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    1 comment  ·  General  ·  Admin →
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  4. lead conversion report

    3 votes
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    0 comments  ·  General  ·  Admin →
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  5. Add Customer Reply to Leads

    9 votes
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    2 comments  ·  General  ·  Admin →
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    info supported this idea  · 
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    info commented  · 

    agreed, this is needed to use the lead process correctly, as per repair tickets if a customer replies to a lead email, it should change the lead status so its easy to see what lead needs to be viewed and responded to, without going through all the leads manually

  6. Canned repsonses from leads and lead history available in tickets

    6 votes
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    0 comments  ·  General  ·  Admin →
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