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July 22, 2020
Question

How to add a project name to a Quotation. send multiple quotes to the same Builder but to different Estimators & projects. Project name will help sort out any confusion.

  • July 22, 2020
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1 reply

July 22, 2020

Hello,

 

When you are creating a Quote, you can specify the project name in the Customer field in the top-left corner.

 

This will apply the project name to the transaction, but the email and address details will be that of the parent customer

 

Each project needs to have a parent customer when created, which in your example, might be a particular builder. This builder might have multiple projects listed against them.

 

Creating projects and then selecting them in the Customer field will allow you to organise the transactions more easily.

 

-Ken