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Field Sale - Upsell
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Location *
Select location
Tech Name *
Customer Number *
Lookup
Paste from Clipboard
Photo(s)
Take Photo
Choose Library
HEIC/HEIF not supported.
Spoke To *
Service(s) Bought *
Price before Discount *
Discount (if applicable)
Payment Type *
Select payment type
Auto Pay
Installments
Prepay
Payment Method *
Select payment method
Charge Card on File
Call for Pre-Pay
E-Transfer
Mail Cheque
Notes *
Submit Field Sale - Upsell
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Instructions:
Select Location
Confirm your name
Enter Customer Number:
Paste from Clipboard with button press (customer lookup done automatically)
Manually type in Customer Number then press Lookup
Add optional photo(s)
Fill out upsell details
Submit field sale upsell
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