Job Recommendations in the Tech Platform
This page is where you can add any necessary Job Recommendations. A Job Recommendation is typically used when there is additional work that needs to be completed for a job. This tab will display any existing Job Recommendations that have been entered here previously as well as allow you to enter new recommendations as needed.
To begin click the text bubble icon within your Tech Platform
From here, you will need to click ‘Add Recommendation’ button.
This will open a pop-up window where you enter your description/notes and add the recommendation to the job. This will send an alert to any assigned to salespeople on this job.