We have to open WO's for jobs on recon or for bid jobs when a lot of the time we don't know who the client will ultimately be. Need a way to change the client on the WO after it has been opened and time has been put against it.
by: Robin S. | over a year ago | Service Receivables
Comments
We would like the ability to change the Client on the Work Order after it has been written. The Work Order may be called in by the General Contractor and later determined to be billed directly to the owner. Or a homeowner may want the bill changed to go to an Insurance Company. Copying & Pasting the record to change the client leads to confusion when posting job cost records.