Install Date
- Tap in the Install Date text box to display date spinner.
- Install Date when selected will appear on the Customer Proposal
Customer Notes
- Set slider to green to select Final Notes for the Customer Proposal.
- Enter additional information in the text box at the end of each customer note.
- All selected notes will appear on the Customer Proposal
Office Notes
- Set slider to green to select Office Notes
- Enter additional information in the text box at the end of each office note.
- Selected notes will appear in the back office email when the job is completed.
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