This new feature makes it possible to now create and print estimates for customers. Prior to the introduction of this feature, creating estimates was limited to prospects only.
So if you have a customer who you’ve done work for in
Month: October 2010
We recently introduced a new estimate feature for customers which allows you to create and print estimates for customers. So when we did this, it made it possible to now offer you the ability to retain estimate details when you
You have always been able to create estimates for prospects, but there really wasn’t any way to print the estimates, so we’ve introduced two new sections into the prospect profile screen.
There is a “Create an Estimate” section:
And after
Although members have been able to drag and drop appointments that are on the monthly and weekly calendars for awhile now, I was surprised the other day when a member who has been with us for a while wasn’t aware