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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Apr 13, 2023

Ability to move sold estimate equipment and materials to the job summary of new job booked when selecting "perform work later"

Poulin Cooling finds it cumbersome for their technicians to have to go into the invoice to view what materials and equipment are needed for the new install job. They would like it to populate on the job summary instead so they can be prepared.

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