JobBOSS | Ideas

We would like to attach our customers drawings, specs etc. to our Jobboss quote but not to a specific line item

Right now the attachments are only on the line item and not the quote. This means that if we quote the customer the same product with 4 different finishes ( that means 4 different finished goods line items )we have to copy their drawings on all 4  of them instead of on the quote once. These attachments should follow through to all jobs issued from the quote. Now our work around is to create a material called Attachments and make a Job number with a dash that we need to open and close for all jobs with drawing.

  • Marilyn Whittle
  • May 23 2017
  • Future Consideration
  • Attach files