Job notes

We discussed this also. I'm just adding here so we can follow-up on it. My recommendation: 2 not sections (1) Internal so we can add internal notes that are not visible to the client regarding the job. i.e. notes on why i gave a discount. (2) a note section that will be displayed on the clients invoice on the specific job line item. This will achieve what we need for the big brokerages where each job will have a client specific job number assigned by their accounting department to reference the transaction. These would fit well on the Job screen below tasks and above activity and be linked to the activity report as well. 

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

Feature Request

Date

About 1 hour ago

Author

Nathan Grass

Subscribe to post

Get notified by email when there are changes.