Have Attik notify CSR when they are creating a quote that might already exist based on address, service, contact info etc. Currently the past inspections accordion only surfaces inspections and not quotes.
batch review feature in open quotes worklist to look for potential duplicate quotes
Duplicate Quotes Filter/Notification
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Upvoters
Status
Canceled
Board
🏠
Main App
Date
10 months ago
Author
Ryan Wagner
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Upvoters
Status
Canceled
Board
🏠
Main App
Date
10 months ago
Author
Ryan Wagner
Subscribe to request
Get notified by email when there are changes.