Add services, add-ons and products to a job
How to add or remove services, add-ons and packages on a booked job from your phone before you start it — and why products are the office’s to add.
How to add or remove services, add-ons and packages on a booked job from your phone before you start it — and why products are the office’s to add.
How to book a job from your phone in a driveway — customer, address, vehicle, services and a start time — with or without signal, and what the office gets.
What happens after a customer accepts a quote — who books the job, when it shows up on your Work tab, and what each quote status on your phone means.
How a customer accepts a quote by signing on your screen — what they see, what gets recorded, and what happens when you have no signal.
How to price a job from your phone — customer, vehicle, services and an expiry — then send the quote or keep it as a draft, with or without signal.