Keep quote and invoice IDs on orders for business owners

Business owners lose quote and invoice references when items reach coordination, causing payout mismatches. This adds matching quote and invoice identifiers so coordinators avoid mismatches.

Overview

Missing or mismatched quote numbers stall material orders and create payout headaches, putting vendor relationships and cashflow at risk. This workflow ties quote and invoice identifiers directly to work orders so project coordinators and finance always have consistent references and mismatches are eliminated.

Notable Features

Attach quote identifiers to work orders
Fill invoice numbers on related records
Notify coordinators on reference mismatches