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31 Vote

Have Attachments in WO Quotes transfer over to the Work Order once created

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.

• Bill Craft
• May 22 2018
• Likely but not yet planned

SM - Service Management

Company	James CRAFT & Son
Job Title / Role	Sr. VP of Service
I need it...	Yesterday...Come on already

• Comments (2)
• Votes (31)

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• 
  Danni Pasquale commented

  May 12, 2020 01:22

  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

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  Guest commented

  August 12, 2019 21:20

  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.

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