View the current tabs at next login
Do you want the current tabs to auto display the next time you log into Tigerpaw Desktop? Open your rep record and set "Show on login" to ‘Last Open Tabs’. Service order templates
If you frequently create service orders with the same settings, parts and/or tasks, service order templates can help you quickly generate new service orders. Reinstate a voided quote
Have you ever voided a quote and then the customer asks to reinstate it? The Void status is irreversible, but it’s easy enough to duplicate the quote and pick up where you left off. Just select Menu bar – Edit – Duplicate Quote. Alternate document forms
Did you know Tigerpaw ships with alternate versions of standard forms such as quotes and invoices? For example, if you capture customer signatures with Tigerpaw Mobile or the Customer Portal, you can print the signature on a service order form. Search Help for “alternate reports and document forms” to view a full list of alternate forms. Recurring service orders
If you provide certain services on a regular basis to an individual account or group of accounts, set up a recurring schedule to auto create the service orders. Recurring service orders save a tremendous amount of time, eliminate repetitive manual entry and ensure no recurring services are missed.