Customer PO or Work order numbers on booking screen

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‎05-25-2017 02:28 PM
Is there a way to add "Customer PO" to the call booking screen so I dont have to go back into the edit screen after the job has been booked?

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‎06-26-2017 09:26 AM
Karen, would you put it under location record under "where it appears" to get it to show up on call booking screen? Thank you!
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‎06-26-2017 08:25 AM
Yes you can definitely do this - go to your settings and locate "custom fields" From here you can add custom fields on the call booking screen, and name it whatever you want. We find this helpful for home warranty work order numbers and such.

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‎06-14-2017 11:29 AM
Yes! This would be very helpful and would make work-flow better.
