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Turn off Job notifications for certain job types

Is there a way to turn off notifications for certain job types? I know there's a way to turn off for either commercial jobs or residential jobs. We have a job type called "In office estimate" and having a job reminder for that isn't needed and is con...

Mass Follow Ups?

Every quarter we send out over 600+ emails to remind customers about their annual maintenance. We then log our follow up so our CSRs know who has been had a reminder sent and who hasn't. Sending the mass email is extremely easy and we have no issues ...

Can we have an "Owner/Technician" dual login

Currently, according to my corporate office support - we can only have either an office side login OR a technician login. I desperately need a "dual" login! Our owner is out in the field (one login would be ideal) working along side of our guys and t...

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