Is it possible to add a permanent schedule/reschedule button to the "View Deal" window and/or the Proposal screen? It's kind of a pain to have to go all the way into the schedule page to reschedule someone if a job shifts or gets delayed.
2 scenarios we run into often once a job has been accepted:
1- items in the scope change which impact the schedule date (delivery date dependent). This causes a schedule change. Changing the schedule on the same screen as I edit job detail information would eliminate about 5 addition clicks and 2 page loads.
2- Date of a job is pushed due to rain, worksite delays, etc. Searching the job quickly and changing the schedule in the βView Dealβ window would allow faster adjustment.
Share update with 0 linked conversations as well
Completed
π‘ Feature Requests
About 1 year ago

Phil Miller
Get notified by email when there are changes.
Completed
π‘ Feature Requests
About 1 year ago

Phil Miller
Get notified by email when there are changes.