Possible to generate a Quote from a Workorder?

Hi,

Often a workorder will start with an assessment of work necessary, for which the client will then require a quote before proceeding any further. Is it possible to use the already-entered information from a workorder to start a quote?

Hi Flood

Sorry no, AyaNova does not have the ability to generate a quote from a service workorder - only the other way around - AyaNova can generate a service workorder from a quote.

A possible suggestion is that after a quote is made and used to generate a new service workorder, you can move or copy workorder items from one service workorder to another that is for the same client.

To see more on this, view http://www.ayanova.com/AyaNova7webHelp/workorder_item_menu_options.htm and the tutorial http://www.ayanova.com/AyaNova7webHelp/move_a_workorder_item_from_one.htm

  • Joyce