Rarely, you may need to change the estimator after an appointment has occurred. Or, you may need to change the estimator on a sold project. If your estimate was written against an appointment: Open the project in question On the left side, click ...
The estimator/tech dashboard allows technicians and estimators to see their next upcoming appointment. From here they can quickly: - Inform the customer they are on the way/running late - this texts the customer - View the appointment - Write the ...
With some projects, the need to schedule multiple technicians, or a technician for several days is required. The Advanced Tech Scheduling option is here to make this easier. Start with Accepting the estimate and scheduling work After confirming all ...