You can select New Lead, New Job or New Client. What are the main differences and the reason why we would enter someone one way or the other? Created: January 31, 2024
I accidentally created an invoice instead of sending my customer their quote to sign and accept online. How can I set the job back to a quote status Created: October 6, 2023
We charge by the hour but the hourly rate changes based on the size of the crew how can I set this up? Created: September 22, 2023
I would like to be able to export all my moving job quotes for the year into a CSV, is this possible? Created: July 18, 2023
