Have Attik notify CSR when they are creating a quote that might already exist based on address, service, contact info etc. Currently the past inspections accordion only surfaces inspections and not quotes.
batch review feature in open quotes worklist to look for potential duplicate quotes
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Planned
New Features
[User] Friction
4 months ago

Ryan Wagner
Get notified by email when there are changes.
Planned
New Features
[User] Friction
4 months ago

Ryan Wagner
Get notified by email when there are changes.