Service Specific Comments and Attachment Quote Visibility (May 17th, 2023)

Derek Torres
Derek Torres
  • Updated

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Today's release sees the following additions to ServiceTrade Web App:

  • Service-Specific Comments and Attachments on Quotes.

Service-Specific Comments and Attachments on Quotes

This release allows you to control whether or not your customers can view service-specific Comments and Attachments. It also allows customers to see what services the comments and attachments are associated with.

When sending a Quote to a customer, you can enable or disable attachment and comment visibility at the Service Level:
Screenshot_2023-05-02_at_10.13.38_PM.png

Comments and Attachments will be visible on the quote specific to their associated services if enabled.
service_specific__1_.png

 

Subcontracted Job Scheduling History

Subcontracted jobs will now show a scheduling history for appointments the subcontractor scheduled.

Example: Below is a Job that has been subcontracted (Danger Zone):
Screenshot_2023-05-17_at_5.26.11_PM.png

 

When the subcontractor (Danger Zone) schedules an appointment, you will be able to see a history of the action:
Screenshot_2023-05-17_at_5.25.55_PM.png

Note: It will not show which Subcontractor user scheduled the appointment. It will only say 'Scheduled by Sbucontractor'

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