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Brown Bros Roofing Inc
October 14, 2021
Question

Desktop version Estimate Template Customer Name Fields

  • October 14, 2021
  • 1 reply
  • 0 views

I'm trying to get our users to properly fill in the customer information fields instead of manually typing. I want to run customer reports and the way they were/are entering data, I can't.  This is the first step in cleaning up the database. 

I can get customer phone number, email and address fields.  However, I can't find the customer full name field to add to the estimate template.  This is the desktop version.  See attached - those are the fields I want to include in the template.  

Can someone help me please?  Thanks.

1 reply

J
JamesM4
October 14, 2021

Hello Brown Bros Roofing Inc,

 

Thanks for taking the time to reach out to the Community. I'll be happy to point you in the right direction so you can manage your estimates without running into issues. QuickBooks is a versatile program that helps you get your work done faster. This is made possible by the powerful features offered in the program. 

 

Based on what you've described, I see you benefiting more by contacting our support team so they can share your screen and help get to the bottom of this ASAP. You can contact our support team by dialing 1-833-317-2226. To find out more about our hours of operation, check out this link here.

 

Feel free to keep me posted on how you make out, I'm here to help you achieve your QuickBooks goals.

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