Quote - Site contact fields; | Feature Requests

Quote - Site contact fields;

complete

Dan S

At the moment on the quote sheet there are no 'contact' fields like first name, last name, email address, phone number, etc. We should add these site contact fields for quotes as well.

November 30, 2020

Dan S

marked this post as

complete

Hello there,
Hope you are well.
We're happy to announce that we  have implemented a new feature through which you can now view site contact details on the quotes.
Kind regards,
Dan

Dan S

Merged in a post:

Contact details section in quotes

Jamie Williamson

At the minute we can only supply the address for the quote process. It would be benificial if we could add contact information like you can when you convert the quote to a job.

May 31, 2021

Dan S

Merged in a post:

Add contact details on quotes

Shelley/Louisa Feaver

Can we have a section to add contact details to quotes. The same as on the jobs. So when its converted to a job its already there.

February 3, 2021

Dan S

Merged in a post:

Add contact name to quotes

Amy Breen

When a quotation has been requested, we can detail who from so we know who to send to.

February 3, 2021

Emma Woodward

Yes this would be v. useful

Louise Wright

Yes I agree it would be