Franchisor Ideas

3 VOTE

Work Opportunites

Allow the user to create leads/opportunites in a modulized approach that fits into the overall process flow of the business - whether it is a service or restoration organization.  

This approach should allow users to:

  • Calculate quick quotes
  • Check scheduling
  • Report on lost opportunities, referal origination, etc.
  • Integrate into Job Creation to reduce duplicate entry
  • Modulize the process so it can be customized to fit the business's needs
  • Provide a solution to CR clients asking for the Create Job from Calendar functionality

 

  • Josh Ivy
  • Mar 1 2017
  • Under Consideration
Idea Type New Feature
Urgency Medium
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