Installation Company ERP / CRM


How to get to the Contract Page from the Schedule

  1. Head to the Main Menu.
  2. Click ‘Schedule’, ‘Full View’.
  3. Double click on the ticket for the Customer you are looking into.
  4. In the top-left hand side corner you will have the Contract Job Details with a blue number which is the Contract number. Click here. This will load the Contract page.

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