Forum Discussion

Contributor 4

3 months ago

How to track job categories/special requirements?

Just wondering if anyone has some ideas around this, or has found a solution for themselves... We have some jobs with special requirements, for example: Require visit reminders (our Admin follows ...

Verified Community Coach

3 months ago

Similar to how you use emoji's, we use abreviated terms at the top of the quote. We also do this because we have automations around when quotes are accepting.

FF - Fixed Fee

TM - Time and materials

CO - Change Order

Utilizing those help our techs know how to address the jobs, and our system can easily pull them in to automations.

travisshepherd

Verified Community Coach

3 months ago

Awesome, i appreciate the feedback have a GREAT day!!!