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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Nov 22, 2021

Adding an option to automatically include a template Purchase Order on future jobs for a customer.

Some customers provide a blanket PO that they'd like to see re-used for future jobs they schedule. Especially with adding a dollar cap to one, as customers provide a PO up to a certain balance. This would give back more time to CSR's and techs and help build customer trust and relationships.

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