Carrying Proposal Start & End Dates to Work Orders

This feature allows you to automatically carry the start and end dates from a proposal to its associated work order, ensuring consistency and reducing the need for duplicate data entry.

Enabling the Feature

1. Access Tax/Display Tab in Proposal Settings:
   • Navigate to the Display section under Tax Settings.
2. Carry Proposal Dates to Work Order:
   • Locate the option Carry proposal start and end dates to work order and check the box to enable this feature.
   • Once enabled, the Job Start Date and Job End Date from the proposal will automatically populate the corresponding fields in the work order.

Proposal Dates in Work Orders

1. Proposal Overview:
   • The proposal includes key dates for the project, such as:
     • Job Start Date
     • Materials Delivery Date
     • Job End Date
2. Work Order Synchronization:
   • When this feature is activated, the Job Start Date and Job End Date from the proposal will be transferred automatically to the work order.
   • This synchronization ensures that the work order reflects the same project timeline as outlined in the proposal, reducing errors and manual updates.

Benefits of Date Synchronization

• Time Savings: Automatically carrying the dates eliminates the need for manually entering the same data in both the proposal and work order.
• Consistency: Ensures that the timeline from the proposal is consistently maintained throughout the project lifecycle.
• Reduced Errors: Decreases the likelihood of discrepancies between proposal dates and work orders.