View the MyOrders, MyProposals, and MyTasks Webinar...

5/17/2021 - 12:20:39 PM
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Online EBMS Training Event recorded on Wednesday, May 12th, 2021

This webinar covers how to set up apps as well as use the main functions of these powerful features. A Q&A follows the teaching session.


Positions that may find this session helpful: Sales, Service Manager, Service Techs

Skill Level: Basic / Intermediate

Q&A

Is it possible to print from your mobile app after you take a payment?

It is not currently possible to do so directly from the app. It is on the road map to be able to print from orders. Many clients are currently leveraging the use of the powerful AutoSend feature in the CRM module to trigger the sending of a receipt or confirmation document from a company formatted email and this is the recommended solution.

Are all the 3 apps available as desktop apps too?

Yes they are available for Windows 10 as part of the MyEBMS available from the Windows store here.

I wonder if there are going to be any changes on how the task list is presented? I find it hard to locate the correct task if the description is the same on each task.

There are not any plans at the moment to change the way the list is displayed however, we love getting feedback to make improvements. If you could give us a bit more of a description and also share that feedback with your account manager we will add it to all the feedback we receive and use to make our software better.

 

Visit our Events page to RSVP for future webinars. Feel free to reach out to us with questions.

The Eagle Support Team
support@eaglebusinesssoftware.com
717-442-3247 x2

 


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