What’s New

  • Take-Off Parameter reports now produced for sales quotes

    • July 3, 2021
      • Quotes
    • Patrick Haley

    What’s changing Now when you produce a sales quote a ToPs report will be created and saved to the client’s sales folder in Google Drive. Who’s impacted  All users you have the ability to print sales quotations. Why it matters This functionality previously existing in the legacy Green House system….

  • New Option to Round Prices on Quotes and Change Orders

    • January 7, 2021
      • Change Orders
      • Quotes
      • System Variables
    • Patrick Haley

    What’s changing We added four new options under Setup > System Variables > Sales to round quotes and change orders to the nearest dollar amount. Who’s impacted  All franchises in all regions. Why you’d use it  It’s no secret that we love round numbers. A quote totaling $319,999.68 just doesn’t…