Tips and Tricks
Best Practices and Helpful Hints for Features You Use Every Day
You already know how to confirm customer appointments with automated emails, but did you know you can do the same with text messaging? Check out how this free feature can help you communicate with your customer!
If you have been using the system, most of the bids you quote start out with the same payment terms preset in the software. But what if that needs to be changed for a particular bid? Here’s a quick rundown of how you can change your payment terms for an individual bid.