Filters can be used by Admins only.
When a technician archives an order or if you are searching for a specific date range, on the "Proposals" screen select the magnifying glass on the top right.
A new arrow will appear below this. Select this to expand the Filter area.
You are able to search by:
- Specific technician
- Assigned Users
- Whether a proposal was Archived, Accepted, or Declined
- Scheduled date or Modified date.
You are also show only Proposals scheduled for Today, or your own (Mine)
From here you are able to select a specific proposal and view customer information, as well as view any customer signatures.
If you have any additional questions, please feel free to contact the Acquire Support Team at [email protected] or 1-800-566-6940.