When working with Mothernode CRM Transactions, users can use line item notes to notate important information about a line item. Most often users can bind a vendor to a line item, which is particularly helpful to know where initial pricing was obtained. Line items notes can be used for internal […]
Scheduling work orders
Dispatching work orders
Work order overview
Creating work orders
Work order listing screens
Setting up installers or install teams in work orders
Can non-users be assigned to records?
Can non-users get notifications?
Events
Events are the heart and soul of Mothernode’s collaboration features. While they serve a variety of purposes, their primary function is to allow users to record history and next steps with customers, contacts and leads and opportunities. This gives users and teams alike a historical count of activity that has […]