Frequently Asked Questions
You will find answers to questions related to using the app on your tablet. If you do not find an answer to your question. Please contact your Customer Success Specialist. Be sure to let them know you visited the FAQ section and didn't find an answer. We are always looking to improve this resource.
- What happens if I am not connected to the internet?
- When does data sync between the tablet and the Management Portal?
- Can I use my log-in on different tablets?
- Why is there a delay when sending a customer email from the signature tab in the app?
- What happens when I edit an old quote AFTER a Business Rule Change?
- What happens when I edit an old proposal after a pricing update?
- Is there a way to get a proposal more than 1-year old back onto the tablet?
- How to send a Proposal via DocuSign
- Multiple Price Books - How do I move a customer to a different price book? Reassign the customer class?
- Multiple Price books - How do I select a specific price book for a customer?
- How Do I Add an Instant Cash Rebate to a Quote?
- How do I change the Customer Number?
- How do I change the job number?
- How do I make changes to the customer information on a proposal AFTER the job is completed?
- How Do I Make Changes to Customer Information Stored in the Customer Database?
- How do I make changes to the company representative name and phone number displayed on the customer proposal and email?
- How Do I Show a Proposal as Paid In Full?
- Can the signature line be moved to below the terms and conditions?
- In what order are multiple discounts applied?
- How do I reset my password?
- How to Download Past Jobs to a New Tablet
- Why Don't We Offer a 4th and 5th Quote Option?
- How do I download the app to my tablet?
- Is there a quick reference guide for using the App? (V8)
- How do I access the More options menu on my Android tablet?
- Why do I receive multiple back office emails ?
- When I create a proposal on Friday but present it on Monday, why does the date field show Friday’s date?