Booking Notes

[itdm5j21]

Hi, when I create a job sheet from an appointment I don't seem get, or an option to, transfer them to the job sheet. Is this possible to do and I'm missing it?

[SWS Developer]

Hi There,

Your not missing anything, this has not been implemented.
When you say you want it transferred to the job sheet, in which section would you like it to go, i.e notes field or description of work field.

[Hillsauto]

Hi, I also have requested something similar for creating a job sheet and also when creating an appointment from a job sheet.
Personally i would like to have it go to the Description of work field.
To have it work one way from App to Job sheet would be a very helpful step for now, with implementation for it to work the other way with a larger description area in Appointments perhaps later. Ideally though i think that having an appointment operating and looking like a document would be the ultimate :-)