I know this is a few years old but hoping you can take a look at this idea again.
Having the customer sign an intake form on screen for an estimate when there is no estimate of costs on it- just does not make sense. We need to be able to have the customer sign the estimate itself with the terms on the estimate.
Currently we have to print the pdf and have them sign it. The pdf has everything we need on it - is there a way we can have the customer sign that on screen - most of our customers are in front us us when we go over how much the repair will cost.
So if you have a customer with 100 assets, you have to manually link them all? When they create a new one, it’s not linked – and you have to go link it?
Would it be better to have a contract cover all assets without having to select them??
what's the status of this suggestion. I need to be able to link as asset to a contract - similar to how it's done or tickets - has a decision been made on this?
Maybe adding assets one by one works if you are starting from scratch but we have a 20 year old business with lots of asset records we need to be able to track and manage and entering each record individually would be too time consuming for me to move from our current system. I was happy to see that it is now possible to export assets, so hoping that importing is not far behind!
Yes - this is something that's really needed.