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 |
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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