Q: My customer is unable to open proposal link sent by text message - what should I do?
Apple has a security precaution that iOS takes with messages from unknown/untrusted senders. https://help.thehaystackapp.com/en/articles/5185709-iphone-text-sms-url-not-hyperlinked-here-s-the-fixThis means that the first time a user sends an HTTP link within a txt message to a new contact, this HTTP URL/link will not be clickable. The customer has to copy and paste the link into a browser in order to open the proposal.
Q: How do I change the order of items on my proposal?
Within the Review & Send tab, click and hold the four-dot icon, then drag to rearrange a service.
Q: How do I hide the prices of line items?
Within the Review & Send tab, use the Information Density dropdown on the right panel.
Select Detailed, Concise, or No details to choose how much information to display.
💡 For more fine grained display settings, toggle "Component quantities" and "Component prices" in the "Adjust install detail" box.
Q: How do I change the monthly or annual total?
Within the Review & Send tab, click the Subtotal options dropdown on the right panel.
Select:
None - Service items are not summed
Monthly average - Adding start and end dates provides a more accurate calculation
Cumulative total - If no dates are specified, a simple total is shown
Please contact [email protected] if you need help or have questions.