Sarah Swinney
Articles
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Notes in Order Entry (All Note Types Explained)
Notes in Order Entry allow you to record information that follows a job through its entire lifecycle. From Quote, to Order, to Claim, and into related modules such as Schedule Pro, CPM, and RFMS Mo...
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Notes in Order Entry (All Note Types Explained)
Notes in Order Entry allow you to record information that follows a job through its entire lifecycle. From Quote, to Order, to Claim, and into related modules such as Schedule Pro, CPM, and RFMS Mo...
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Notes, Attachments, & Tracking in Order Entry
Order Entry includes tools for recording communication, storing supporting documents, and viewing activity history across Quotes, Orders, and Claims. These tools help maintain a complete record of ...
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Notes, Attachments, & Tracking in Order Entry
Order Entry includes tools for recording communication, storing supporting documents, and viewing activity history across Quotes, Orders, and Claims. These tools help maintain a complete record of ...
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Notes, Attachments, & Tracking in Order Entry
Order Entry includes tools for recording communication, storing supporting documents, and viewing activity history across Quotes, Orders, and Claims. These tools help maintain a complete record of ...
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Managing Samples on Quotes
Use this guide to create, track, and return material samples on a quote. Samples are managed only within quotes and should be checked in before the quote is exported to an order.Checking Out Sample...
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Line Information Reference (Quotes, Orders, & Claims)
The Line Information section displays item-level details for all transactions entered in Quotes, Customer Orders, and Claims. Each line represents a product or service being estimated, sold, or adj...
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Adding and Managing Line Items on a Quote
Line items define the individual products, services, or charges that make up a quote. Each line contributes to the total estimate and can later be exported to a customer order.This article explain...
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Export or Append Quotes to Customer Orders
Exporting a quote creates a Customer Order based on the quote’s information. This allows you to move from the estimating phase to an active order with linked job, billing, and scheduling data.Use E...
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Cost Information Reference (Quotes, Order, & Claims)
The Cost Information section displays the financial totals for Quotes, Orders, and Claims. These fields summarize values from material, service, and miscellaneous line items, along with applicable ...