Adding contractor wills

Record what your company is promising the customer — the contractor's side of the agreement, which ends up on the contract.

Where this lives: Customers → Appointment → Details → Contractor Wills
For: Admin
Manager
Customer Care
Sales

Step 1 — Open Contractor Wills

TODO(steps): describe how to open contractor wills on this screen.

Screenshot coming soonMac — Contractor wills list/screenshots/support-running-an-appointment-contractor-wills-01-mac.png Screenshot coming sooniPad — Contractor wills list/screenshots/support-running-an-appointment-contractor-wills-01-ipad.png

Step 2 — Add a will from a template

TODO(steps): describe how to add a will from a template on this screen.

Step 3 — Add a free-form will

TODO(steps): describe how to add a free-form will on this screen.

Step 4 — Verify production-facing notes are captured

TODO(steps): describe how to verify production-facing notes are captured on this screen.