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Dash - Designers to update the following in Dash

Dash - Designers to update the following in Dash

Note: Review with your business what information is required in Dash.

  • Upload site photos

  • Upload Scrap sheets/rough notes (if applicable)

  • Job Notes (transferred from the notes section of the OPP) related to install or arrival details

  • Request an Install date

  • Track Special Orders (project management)

  • Track Installation and Go Back details and notes (project management)

  • Send Dashboard Reminders to team members not on Salesforce

 

 

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