Auto Generate notes from estimate to work order or visit
M
Malia Welch
'd love to see the option to automatically carry over the notes from an estimate when creating a visit from that estimate.
My suggestion would be to add a prompt during the "Create Visit" process that asks:
"Would you like to copy the estimate notes to this visit?"
Yes – Copy all estimate notes into the visit notes.
No – Create the visit without copying the notes.
Autopilot
Merged in a post:
Ability for estimate notes to follow to scheduled visit
C
Cody Macleod