Service Plan Shield Missing
planned
Philip Ferreira
Client with service plan missing gold shield on the desktop job page. See images. This means the admin creating the job can miss that the client has a service plan when creating jobs. Ideally, the shield is visible everywhere, and the client's name is visible, so users immediately see that this person has a service plan. Next to their name in text messages, jobs, estimates, etc.
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Orit Tepper
marked this post as
planned