Automatically adding owners details in a quote (Mr Smith c/- Real Estate)
Being able to send a quote to a contractor and automatically adding owners' details for an example (Mr Smith c/- Real Estate) so the quote has the owners' details not the Real Estate Details. This does show on a work order, but not when requesting a quote.
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Makayla McMullan
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You can customise your Quote Request email template to include that information (like the Work Order email). This is found under Configuration > Automated Communications > Property Management (and scroll down to the bottom to find the maintenance templates). There is a merge field for Ownership Name.