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Is there a way to use lead notes in SWRemote?

Question:

Is there a way to use lead notes in SWRemote?

Answer:

YES. When creating a job in the office, those lead notes will appear with Job Instructions.

On Sales calls, if Lead Notes are set, they will display on the My Jobs and Dispatch screens below Job Instructions. Job Instructions will be hidden if none are entered.


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

Email: SWRemote@Pointman.com
Phone: 800-566-6940
Chat with us!

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