Software & App Feature Updates | September 2024 | EzManagement - Leading Field Service Software

Software and App update releases and bug fixes

Date: Sep 02, 24

Software & App Feature updates | September 2024

ℹ️ Quote screen has option to Create a New Customer by clicking on the icon highlighted below. When the record is Saved the Customer record can be used instantly.

When you click the Add Customer icon, the Add Customer screen will be displayed

Enter the customer information and click Save

Quote screen will be displayed with customer information prefilled.

The Customer Account Status will be created as Quote by default. This can be modified as and when needed.

ℹ️ Quote Template has option to Show Quote Detail Only if it has zone or zone type, based on that the report PDF will be created