The orders are for heating systems, installed, with many parts, and each has custom specifications. Every invoice is different. I am working on them to change to having the invoice briefly list items and refer to the attached specifications, or the attached proposal. They have been re-typing the entire proposal or specification into the invoice.

We will also be installing Miracle Service, from Nexent, which will handle many of the detailed invoices they have been doing, and carry the text right from workorder to invoice.

Miracle Service allows you to link a file to an order, just as Adagio allows you to link a file to an item. Could Adagio allow a link of a file to an order. For this client that would be awesome because almost every order has legal documents or specifications or proposals that are part of its documentation.

I like Ryan's suggestion also - a table of frequently used comments. Same client will likely appreciate that feature in POA.
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Kate Spontak
Stief Group
New Jersey, the Garden State