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”
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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
I agree this would be very helpful