We do that all the time! Make a work items called:
And the descriptions would say, "use dump on main street" and "use dump on Highway 2"
Then make the quote, then when the client books, add to the job those "work items" and you'll be quickly adding the info. We add tons of crew notes to the jobs. They find it super helpful.
matdand if it is something about a client that you always want to attach, you can add it to the clients internal notes. Then you can have it automatically post the client notes to each job/quote that you make for that client. Nick's workflow should also work for you.
https://blog.getjobber.com/ The post is at the bottom of the page. I wonder if its because the forum shortens the link.
About the email reply-to. If you have a company email setup in your company branding section of your account settings, that will become the default reply-to email. If you leave that blank, then it will default to making the reply-to the login user that sent out the email. I mentioned it to the devs and a ticket will be opened for it. We thought of a few ways we could make that easier to handle, not sure when it will be worked on though.
Wait- so Karinas emails CAN come from Karina now?!?!!! Sweet!
When I sync my calendar on my ipad I get two notifications for every job, like Willie was talking about, one brown, one pink. I always assume it's some mistake I've made but I've been so busy I haven't played with it.
You have to do each job twice. Problem. Solved.
I checked from my computer and it takes me to the right place. Thank you