Copy Estimate details to work order

3 years agoopen2

Once an estimate is awarded and we begin creating work orders to schedule the job details it is frustrating that the notes and details on the estimate must be copy/pasted onto each work order. It would streamline our work and cut down on mistakes to have all that information transfer when work orders are created off of the estimate.

2 thoughts on “Copy Estimate details to work order”

  1. There are many different suggestion with regards to this topic….I am not sure what the problem is with adding this style of feature. Maybe James can weigh in on

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