Update quote status and number on sales board
Update quote status and number on sales board
Your sales items often miss a quotation number and status, delaying invoicing and crew scheduling for maintenance jobs. This links quote numbers and marks items ready so billing can invoice same day.
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Overview
Missing quotation numbers stall billing and slow crew handoffs. This flow ensures every flagged sales item gets a quote reference and a ready-for-billing status so your billing staff can issue invoices the same day and reduce manual follow-up.