GEM-CAR FAQ

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Finding an Estimate Using a Cell Phone Number

In the Point of Sale, click on the client box and type in the clients phone number, the phone number must connect with the customer within the their profile.

Click on the Client.

A confirm box will open asking if you would like to display previous sales, select Yes

A sales search window will open. 

Form there, select the customer's estimate.

 

Other articles on the subject:

Retrieve an Estimate with the Estimate Number

Finding an Estimate Using the Recently Opened Tool

Finding an Estimate Using the Search Tool

How to Delete an Estimate 

Finding an Estimate Using the Vehicle Number

Retrieve Client's Estimate

Add Jobs to My Estimate 

 

Posted  6 months  ago by  Olivier Brunel
#73 42 views Edited  3 months  ago

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