Worksheet Organization - One Off vs ReUsable
We would really benefit from having one-time use worksheets (for a single client visit/appointment). With this option, we could create a tech, "punch list", which applies only to this particular appointment. Currently, we would need to create a worksheet, which would then sit in the list of worksheets until deleted. This would create a massive list, very quickly.
Ideally, we could create one Worksheet list for One-Time use and another for ReUsable/regular use worksheets.
Anyone else agree? This would be a HUGE asset for our business.
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Dan
shared this idea
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Douglas Bradshaw
commented
Many time I need to put down a checklist of things to do before the ticket is complete but these things are only for this ticket. need to be able to add a checklist on the fly.