First of all, you have to set and enable the following options;Go to Settings > Departments and choose your sub-department Then find out "Quotes template" and "Quote email template" and select the relevant template for the sub-department from the drop-down How the feature works:When you go to add a new customer and once you fill in all the details in enquiry sectionThen the bottom of...
Basically, the FTM can access any job in the system without an appointment and complete the job and submit the job sheet
- Firstly, log into the App, go to options and click all Jobs and then you will get the view of all the jobs,
- We have given you options to search the jobs by their postcode and MTX number and you can search it with the date range as well
- Once you enter a particular job you will be asked to check in, Allow the check in and start the job
- Select the images for the job sheet and click save and add the description of work and get the sign off from the client And click submit
Upon submission an Appointment will be created and the job sheet will be submitted
Submit a job sheet without an appointment