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.
Planned
π‘ Feature Requests
10 months ago

Phil Miller
Get notified by email when there are changes.
Planned
π‘ Feature Requests
10 months ago

Phil Miller
Get notified by email when there are changes.