Adding customer wills

Record what the customer will do to make this job possible — the customer's side of the agreement, which ends up on the contract.

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

Step 1 — Open Customer Wills

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

Screenshot coming soonMac — Customer wills list/screenshots/support-running-an-appointment-customer-wills-01-mac.png Screenshot coming sooniPad — Customer wills list/screenshots/support-running-an-appointment-customer-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 — Review the will list before close

TODO(steps): describe how to review the will list before close on this screen.