Would you consider creating custom tags for all these jobs? Tag the jobs
with person/ dept/ task needing to be done, and have a standard that the
job cannot be exported until the appropriate steps are completed and the
tags removed. You would be able...
Sorry, I had to check my settings for clarification - select "job
record" and then it should give you more drop down options after this is
selected to select "display on call booking screen"
I would say the call booking screen. It will carry over into the work
ticket if you place it there. Our accounts receivable department when
transferring invoices to Quickbooks will just reference that field for
the PO when sending out statements. If ...
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.
