It would be ideal for at least an option in SM Company Parameters if we can select SM Quotes to default to the Rate Template/Overrides that are set at the SM Customer/SM Site level. Basically to mimic what is pulled through for a new SM Work Order. This would be extremely helpful for customers that have STD Rate Overrides or specific rates.
Company | Airco Mechanical, Inc |
Job Title / Role | Service Coordinator |
I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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