MSO&ISales Job Summary

Setup Area: Moves > choose an opportunity > Job Summary

 

Provides a summary either in Consolidated form or By Survey Sheet to verify that all information/inventory items have been added.

 

Any items/labor that has an “>” arrow to the right of the name has been added via auto includes. To view the originally chosen item that is generating the auto include click on the line item and view a breakdown of the details.

 

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