CRM Functions
Information about the client-related functions of the Legacy Mobile App
- Capture Work Order Signatures on the Legacy App
- Email and Text Using Document Templates
- 📽️ Email Photos from the Legacy App - Video
- Set Up the Legacy App for Estimate Signature
- 📽️ Capture E-Signature on the Legacy App - Video
- Create an Estimate on the Legacy App
- 📽️ Legacy App Estimates - Video
- Create an Estimate on the Legacy App
- Enable Custom Fields for Clients on the Legacy App
- 📽️ Update Custom Fields from the Legacy App - Video
- 📽️ Update GPS Coordinates from the Legacy App - Video