Sync Button

• Purpose: Ideal for revising proposals or resolving technical issues related to integrations.
• Functionality:
  • Sends the proposal to the Management Portal.
  • Sends a  back-office email and pushes estimates to Field Service Management (FSM) solutions.
• Notes: 
  • You will not need to use this function on a routine basis.
  • Be mindful that using this feature may result in duplicate back-office emails or additional estimates being sent to your FSM solution.