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.
đĄ 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.