1. When creating an estimate could details be visible on the “main screen” Top right has lots of space.
2. Create a specific “private notes” section for estimates aswell.
Same reason as WO — private information to be passed on from estimate creator to WO creator.
Example — Private notes … Make sure we dont schedule on a Wednesday It is seniors day and the aisles are packed.
5 thoughts on “Private Notes in TOM estimates”
Does a bump Help?
Same idea for Invoice, have details be visible on the main screen. Thanks.
That unused top right real estate would seem to a great spot, for details in every screen
Yes, this would be very helpful to have “notes” and “Details” visible in everything.
Bump^^. I am so close to 15