When I am in the Client screen checking invoices or getting phone numbers. Why do i need to navigate back to the home screen to make a new work order for a customer. even an option in a drop down menu will work.

Comments

  • Yes when we receive a call and check to confirm the caller is a client and does not have any previous issues we look in the 3-6 screen, would be nice to be able to create a work order in the 11-2 screen from there!

  • I just posted a similar request....and icon omn 3-5 that, when clicked, opens up 11-2, creates a work order and auto-populates the job and client.