WO Quotes have attachments...those need to be transferred over when the WO is created. Currently we must reattach everything to the WO after it's created.
Company | James CRAFT & Son |
Job Title / Role | Sr. VP of Service |
I need it... | Yesterday...Come on already |
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To stop double handling of re attaching items to a Work order after a quote has been approved, please action as per the above request from Bill in May 2018. I note the comments from Carla, but surely those docs can be held else where - our techs need to specifics of works to action as well as any related info, and its a constant battle to track back and remember to reattach, when an auto system would make it far far simpler - so we hereby endorse the implementation of this particualr update asap please
As long as we can decide either which ones we want to show or decide where they attach to the work order. We currently have the ability to have our techs in the field see work order attachments so we would want more control to what attachments they are able to see. Example : we would not wan they to see the BID Sheet we attach.