Jobs & calendar

2 articles.

• Find and manage jobs

  How to find a job, see what is holding it up, move several jobs on at once, and open a job to add notes, photos and payments.

• Read a showroom visit report (Smart Notes)

  How the summary of a recorded showroom visit (the Smart Notes) appears on the appointment, what is in it, how to listen to the key moments, and what it leaves out on purpose.