That doesn't add up
I have a job that has been marked complete, but I need to adjust the price.
What is a change order job?
The screen used to view jobs by status
What is the dashboard screen?
What is the jobs by status dashboard?
The place you create an estimate slot
What is the CRM?
I show up to the estimate with the wrong customer information
What is edit in the customer information?
The customer calls and asks to add the shed to the scope of work; the SA does not have the measurements.
What is create a new proposal?
The symbol used to search the CRM
What is global search?
The number of devices on which I can install Microsoft O365
What is 5?
The place an estimate appointment is scheduled
What is the CRM?
You receive an email you would like to track
What is use the Dynamics 365 button?
A job is in progress, but the RSA forgot to give the customer $200 off a $2,000 job.
What is price adjustment?
The function used to combine 2 accounts or contacts
What is merge?
The program my office can use to eliminate inter-office emails, text messages, and phone calls
What is Teams?
To create an estimate slot for someone I have to...
What is assign the appointment?
What is change the assignment?
The box used to capture customer information for your sales associate
What is the customer story?
The job has been marked complete, but the customer elected not to include the deck.
What is a change order job?
This screen used in order to view the changes made to a job, contact, account etc.
What is audit history?
The tool used to eliminate pencil and paper
What is OneNote?
The easiest place to adjust the time of an already created estimate appointment (scheduled or unscheduled)
What is Outlook calendar?
What is create one in the app?
I manually changed the price of a job, I then added a room in the mobile estimator app, but the price did not change.
What is click restore original?
The feature used to create a custom view
What is advanced find?
The program(s) used to eliminate DropBox
What is Teams/SharePoint?
If I want to see and edit someone else's calendar in my business, the step(s) are...
What is have that user share their calendar with editing permissions?
I am unsure of how to do something in CertaOne?
What is look in the CertaOne Manual?
What is www.certaonmanual.com