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  1. Service Autopilot
  2. Mobile Apps
  3. Legacy Mobile App
  4. CRM Functions

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

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