Sync Quote# to Visit | Voters

Sync Quote# to Visit

Andrea Tharp

When a visit is created from an estimate, it would be nice if the quote number was also added to that visit so we could tell which quote was being worked on.

May 19, 2026

Joshua Hallenbeck

I have to use custom fields for this currently which is a waste of time. Agree this is a good update to prioritize.

Ian Turner

And if the media could be kept with the estimate and visit all together to avoid re uploading picutres and videos that would be helpful.

Derek Schott

And also if notes from said quote transferred automatically to the visit. It would be nice to be able to track back from invoice to visit to quote to request.