In this video we demonstrate how to give a quote but not necessarily have to enter in certain pieces of information regarding the structure if the quote doesn’t need it to calculate the bid. Keep in mind that even though the video doesn’t cover this… the call screen is ALWAYS set to always ask for […]

This is a feature for Premium accounts only. The lightbox is a nice way to install a button on every page that takes up very little space, but allows an actionable way for your customer to begin the quoting process. It’s nice because it doesn’t require you to reload pages or anything like that… it just […]

In a nutshell here are the main differences between the Call Screen, LightBox, and Smart Form Call Screen The Call Screen is an admin only tool. Your customers can’t access it and it allows for flexibility intended only for internal use. Some things you can do in the call screen that neither the LightBox nor the […]