Work Orders - ability to attach a quote
Allowing the written pdf quotes to also be attached to the repair job in the same way that a photo for a repair can be attached.
Hi Supporters,
We are happy to let you know that your suggestion has been released!
Please refer to the latest Release Notes http://kb.rockend.com/help/upgrading-strata-master in the Knowledge Base for more information regarding this feature.
Please note you will need to upgrade to Strata Master Version 12 to use this feature.
Kind Regards
Amy Newmarch
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Matthew Thompson commented
We've tested this new feature in Beta v12.
However the attachment fails when the source location is changed.
As an example,
- i have the quote on my desktop
- i upload to strata master against the work order
- i save and send work order, attachments appear as intended
- i clean up my desktop, the source now being changed
- future attempts to issue/reissue the work order wont find the attachment.
The attach function should save a copy in the document register to create a static source location for all users.
This way, anyone that issues (or reissues) this work order will be able to instantly raise the work order with attachments.
Without a static location, this feature is redundant as i already have the attachment saved and can put it into the email manually and save a step within strata master.
Just my two cents! -
Lauren Horner commented
Just adding attachments in general would be great. We find that when adding photos they come out so small on the second page that many of the trades cant see them. We would much prefer to just attached photos and documents as a separate attachment through the system.