Thank you! The (I think) last question that I have is how do you manage
the PO process? We attach out PO's directly to the job that the
materials are being applied to for ease of reference but as far as I
know there is no way to apply a PO to an esti...
Amy, I am interested in this and want to make sure I am understanding
your process correctly. You leave the estimate as sold but not booked to
a job until the parts come in. Upon the parts arrival the person
receiving them books the job, placing it i...
We are using the unassigned for that purpose but I honestly do not like
using it and am looking for a better option. In reference to putting it
on hold, with appointments are you still using this process? I like
having the hold column empty because i...
