Final Notes - Install Date, Customer Notes, Office Notes (Release 8)

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.