The proposal automatically detects contamination levels based on the job’s zip code. If filters are available, they’ll appear in the new Water Filtration System section for selection. You’ll see this option on all job types, if set up by your Account Manager.
Step 1: Click the “Customers” tab from the main menu.
Step 2: Locate your desired customer and click on it.
Step 3: Scroll down to the “Water Filtration System” section.
Step 4: Here, you’ll first see the contaminants found in your area.
Step 5: Next, click “Water Filters” and click “Select” to choose the desired add-on.