Megan
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since ‎02-03-2023
‎05-29-2024

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I have been informed by some of my technicians that when the office creates estimates for them while they are working on a job they cannot see that estimate without closing the job and creating a new job for that customer. Is there any setting I need...
Is there any way to have the invoice summary sent over to QB with the invoice? Some of our technicians put a lot of detail and time into their summaries and it is all missing from Quickbooks because it is not a line item.