This setting was previously called: Estimate leave questions.
Purpose: Being able to set specific questions on departure is important to your workflow and your processes. Being able to guide your engineers via arrival and departure questions helps insure professional service regardless of the engineer you’ve sent. This is massively helpful in reducing admin time.
- Go to profile button > settings > use search functionality or navigate via the left handed 'Categories' area > Estimate survey template
- Decide whether you want questions on departure to be set up by checking the radio button. Otherwise, continue toward your question, help text, required checkbox, and question type.
Edit leave estimate questions
- To edit, click on edit. From here you will be able to alter the entry and re-save.
Delete leave estimate questions
- To delete entries, click on delete. To delete in Commusoft you must type delete and tap confirm in the pop-up module. If you are unable to delete an entry, you will be given a reason why.