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Beth Anderson

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  1. 4 votes

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  2. 3 votes

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    Beth Anderson commented  · 

    Pre-project inspection. Post-project check list. Customizable.

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  3. 13 votes

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    Beth Anderson commented  · 

    It helps to be able to pick up a check and similar small tasks when you are already nearby.

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  4. 3 votes

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  5. 3 votes

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    Beth Anderson commented  · 

    Currently, I put in all my tasks at 10 am if there is no specific time to do them. If I put them in for "tomorrow" my phone beeps at 11 pm and again at midnight reminding me it is time to start that task. Um No. I'm sleeping.

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  6. 7 votes

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  7. 7 votes

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    Beth Anderson supported this idea  · 
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    Beth Anderson commented  · 

    We found a work around but it is cumbersome. We created custom fields for Rep Name, Rep Photo and Rep Cell Phone. We embed them into all of our templates. We had help from the Customer Service reps.

  8. 10 votes

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  9. 5 votes

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    Beth Anderson supported this idea  · 
  10. 2 votes

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    Beth Anderson supported this idea  · 
  11. 11 votes

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  12. 3 votes

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  13. 2 votes

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  14. 5 votes

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    Beth Anderson supported this idea  · 
  15. 3 votes

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    Beth Anderson supported this idea  · 
  16. 4 votes

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    Beth Anderson commented  · 

    I don't really need all my employees to know I'm at the dentist - just that I'm busy

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  17. 2 votes

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    Beth Anderson commented  · 

    I agree. Having the customer start date show up on the calendar is annoying It is not a task.

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  18. 21 votes

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    Viewed  ·  4 comments  ·  Calendar & Tasks » Tasks  ·  Admin →
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    Beth Anderson commented  · 

    I need to check old tasks. Occasionally, stuff slips off our radar. Particularly tasks that need doing AFTER the roof is built. Go install that skylight, gutters, etc. These are super difficult to track because JN assumes that the next step is billing,

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  19. 7 votes

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    Beth Anderson supported this idea  · 
  20. 3 votes

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    Beth Anderson commented  · 

    I want all tasks mapped so while we are in a certain neighborhood, we can stop and pick up a check, chat with the customer about a question, grab leftover materials. If I'm heading EAST today, I want to do ALL the tasks in the East.

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