At the moment we can determine when and how many times the quote has been viewed by the client.It appears in the order log and the quotes search table. Can we put it into the quote tab itself?
Not that we want to start designing sales and estimating software because that’s not what we do and we would be better off connecting with Goldmine or Salesforce for this, but we still have some good data in the system that would be useful for the estimators / sales teams. We already display a lot of stats but we can […]
If we can allow an attachment in the ‘Details of the job (information shared with FTM) that will appear in the app then this is a massively useful feature. So, pdf attachments, word, images whatever, maybe even video. This will mean that when preparing a project for the Field Team Member, no paper will be necessary at all. The user […]