There may be a couple of scenarios of why your quote notes
are missing on a Job or Work Order.
The following article will help you find your missing notes.
Quote Notes Missing on Desktop
Verify Branch Notes Settings:
Go to More → Company/Branch Info
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Find your desired branch and click on Ellipsis → Modify
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Go to the ‘Job & Report Options’ tab and make sure the ‘Show Quote Gen. Notes on WO’ box is checked
Verify Task/Quote Settings on Portal:
Printed notes on a quote do not flow through to the job unless they are also in the Tech notes. To have this happen please make sure the box “Same As Printed Notes” is checked when assigning a task to a quote.
If you wish for the tech to see some of the printed notes but not all, you can uncheck the ‘Same as Printed Notes’ box and click on the Ellipsis next to the Tech notes to copy over any notes. You can then edit said copy of notes to control what the tech will see.
Now on the Job, the tech notes from the Quote Task are populated inside the Job Task.
