It exists on the WO as an available feature and sometimes we prepare quotes for sites that belong to one customer but need to bill-to another. Please add this field so we can make use of it and get some consistency with field integration on the WO's. Thanks.
Veronica Healey
| Company | Troy Life & Fire Satefy Ltd |
| Job Title / Role | Ops Manager |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
This also would be important for service management users/businesses. Often, the person that owns the building is not the one paying the bill (insurance claims/general contractor/electrical contractor/etc..). Adding the ability to the quote scope sequences to modify the 'bill-to' customer just like we would be able to on a standard WO would line up the two forms and make use/setups more consistent.
Please consider combining this with https://vistaerp.ideas.aha.io/ideas/OPS-I-463 the use is asking for the site feature so they can select the appropriate bill-to for the work. This would be the same as an alternate bill-to feature.
Thanks