When creating a work order, the Summary Description in the top field and the first Sequence description in the bottom field are often very similar with only a limited amount of added detail. It would be helpful if the description at least started with the Summary Description copied to the Sequence for further editing.
Additionally, when creating the invoice, the description starts blank. Usually i am copying and pasting the Sequence description to add to the SM Invoice
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| Company | Evergreen Fire and Security |
| Job Title / Role | Service Coordinator |
| I need it... | 1 month |
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Added this ability in 6.18
We are working on creating our customized SM Invoice. What fields did you pull?
We have a customized SM Invoice created that we pull from different fields in the work order to print on our invoices, which seems to be the only option for getting what you want on your customers invoices. Especially since we want our customers to see our technicians field notes to explain the work that was done. Then our office personal aren't having to retype what the technicians already stated.
Can be achieved through custom report.