Summary of Findings

[barbara_6]

Hello, we currently utilize a SKU as the way technicians are putting summary of findings on every estimate. With estimate templates we have technicians complaining about having to copy and paste their summary of findings into every estimate and it is incredibly time consuming. We have tested the "summary" feature in ST and tested creating a form and uploading it into observations but neither will ensure that the summary of findings is on every single estimate provided. Does anyone have a good work around to help find a method where technicians can easily apply a summary of findings that will appear on every estimate. Therefore if we provide 4 options, and the customer contacts us and scheduled option 3 then the summary should be on that estimate as it is on all other estimates.

[BCN]

The intended use is for the summary of finding to go in the invoice summary. The Estimate summary is intended for a plain language overview of what is contained in that particular estimate. Because the estimates are tied to the job, they are always tied to that original invoice and therefore you can always trace it back to the findings. Even $0 jobs get invoices that can be emailed to the customer.