Linked Estimates with Tickets should show estimate's line items
Currently if you make an estimate for someone, then make a ticket, then link the ticket to the estimate, the estimate's line items do not show up under "Add/View Charges on ticket"
If you link a ticket to an estimate, the line items in the estimate should transfer to the ticket it has been linked with.
This was added recently!
-
Ray commented
Re: What about the other way around? If I start a ticket and add line items then the customer needs a quote how do I get the line items on the ticket to transfer to the estimate?
Agreed! Much Needed. Create new estimate existing ticket items, Huge headache.
-
steve commented
What about the other way around? If I start a ticket and add line items then the customer needs a quote how do I get the line items on the ticket to transfer to the estimate?