Robb Culp
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Recent activity by Robb Culp-
Document Generation (PDFs)
Document Generation requires an internet connection, no offline mode support. Since the documents are generated on the server and downloaded, there is no way to provide document generation with o...
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Activities and Tasks
MarketSharp Activities are able to be created, viewed, and edited with the mobile application and should be just like the desktop application. For more information on how to add an activity, refer...
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Mobile Setup of Staff and Employees
Mobile Setup of Staff and Employees Users can get to the Staff/Employee directory by going to the global navigation. The people who appear in this view are consider active staff or employees. Staf...
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Navigation And Distances
Navigation and Distances When an Appointment has an address or has been geocoded successfully with a latitude and longitude, a 3rd party app can be used to help navigate to the appointment. When ta...
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Geocoding
Geocoding Inquiries/Appointments Geocoding occurs when a user switches to the map view on the home screen. Inquiries that are geocoded on the app, will then have their lat/long saved back to Marke...
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Calendar
Events, Appointments and Tasks. The calendar displays Events, Appointments and Tasks/Activities for any resource/staff member available to your user. If only one user is selected, the calendar Ap...
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Appointment Resulting
MarketSharp Sold appointment results Creates a new job and job products if a quote was selected and had quote items upon a sold appointment result in MarketSharp. If the quote(s) selected had t...
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Appointment Creation
MarketSharp Appointments that are created will be added to the calendar and if there are any appointment rules related to the result of the newly created appointment, those activities will also tri...
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Create A New Job Status
Create A New Job Status To create a new job status there are two ways to do this in the system. One way is to go to the admin section and find the company set up area and click on edi...
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Confirm Appointment Page Configuration
Confirm Appointment Page Configuration MarketSharp allows you to insert a link into your MarketSharp email and MarketSharp text templates that will allow the clients to confirm an appointment by cl...