Several of our clients have multiple rental properties and we need to dissect the various properties. Essentials would be an ideal tool for this, but we don't seem to be able to segregate transactio...
Would LOVE the option to add a column in quotes & invoices that shows job description. We do a lot of work for repeat clients but the job description is different & there seems to be no way of seeing this without opening each quote or invoice.
I am asking for a job tracking feature in the form of a column where all the invoices & quotes appear. Eg have 3 quotes all for Mr Jones, Quotes all appear as Mr Jones but the job is more specifically for Mrs Brown, Bob, Wendy. A column that differentiates between these would be helpful for both quotes & invoices.