Follow

Which check boxes auto populate on the job Debrief screen ?

Agreement Opportunity will auto-check if the customer does not have any Agreements.

Warranty Opportunity will check if the customer doesn’t have any Warranties. 

No Charge will be checked if the Invoice total is $0 (ex. Item Price set to $0), and the Contract Maintenance will be checked if there was a visit attached.

For more detailed descriptions of what each Opportunity check box correlates to, follow this link

 

 

Powered by Zendesk