The option building/estimate/presentation work flow for AMII could use a workflow refresh, especially for those who present several options in the field that are comprised of several group type items.
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Similar to the investment guide, is there a way to add an estimate back to an existing work order? It is very disruptive, work flow wise, to dispatch a tech on a work order, create estimates, get an estimate approved, and then have to create an entirely new work order from the approved estimate (or manually type the approved option back into the work order).

It would make a ton of sense to have the flexibility to add an approved estimate back to the work order that it originated from.
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Further more, it would be good to tie the estimate numbers back to the work order number it originated from for tracking purposes in ToM so we can track how many estimates are being given on any given work order.

An ideal work flow – work order, estimate(s), approved estimate, load back to work order, do work, take notes, add parts, track time, complete work order, invoice, collect.