Send Pricing from the estimate step
Send pricing from the New Business estimate step, add notes to invoice lines, and reach customers from their profile.
v1.348.0
New3
- NewSales
Send Pricing from the estimate step#
Send pricing to a customer straight from the estimate step of a New Business lead.
Notes on invoice line items. Add a note to any invoice line item to explain an extra charge. Finance
Copy a phone number or email a customer from their profile. Customer profiles have buttons to copy the phone number and to send an email. Sales
Fixed2
The truck schedule shows its time scale when booking. The truck schedule shown while booking a move has its time scale and combined bars back. Sales
Move and customer page actions go where you expect. Pipeline Details on the move page opens the pipeline, and cancelling a move from a customer's page no longer jumps to the Dispatch dashboard. Sales