Introduction This article provides field staff with a workflow overview on the Scheduler system. By the end of this article, you will know each step from reading job details to payments and adding visits. 1 Viewing job details After logging on, the screen lists the current job. Scroll down and click Tomorrow to see the […]
Introduction This article describes how a technician can change a quote into a sale. Basic requirements The first step is to create an estimate or quote. That task is described in a different article. For more information, see: Creating an Estimate with the Technician View 1 Opening a quote On the technician’s app, scroll up […]
Introduction This article describes how a technician can create an estimate or quote. This article also describes how to email a quote to a client inside the Technician View. Basic requirements A technician can view jobs on his or her screen and create estimates if two conditions are met: a job card has been created […]