Originally Posted by DrFastFix
I just signed up for SA a couple weeks ago and have a couple questions. Does SA have an option where customers can sign up for service online? I would like for them to be able to sign up and it integrate into the scheduling system. Also, does the QB connect work with QB online? I cannot figure out how to get that to work and when I tried to setup it downloaded to my computer, making me think it only works with the desktop version.
No qb online, only desktop. I complained 3 years ago.
Leads can put in their information. That's it, you still have to send the estimate and scd the work
Posted via Mobile Device