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How can I change the Proposal Accepted date if there is no signature?

If your customer does not wish to approve a proposal option, you can leave the signature blank when accepting a proposal option. 

If you need to adjust this accepted date once your technician returns and you want to reflect the proper date, simply click on the Proposal option you wish to adjust and change the Accepted Date. 

 

If you do not require a signature, you're all set!

If you adjust the invoice in any way, the signature will clear, thus requiring a new one. 

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us!

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