There are a number of places that office or technician users can enter PO Numbers into ServiceTrade:
- By an office user, on the job page (30 sec video)
- By a customer or office user, on a quote. (Creating and Managing Quotes)
- By a technician when creating a Work Acknowledgement in Tablet View
- By an office user on a ServiceTrade pro-forma invoice (Creating and Managing Invoices)
Will the PO number transfer to Quickbooks?
- Yes, PO numbers will transfer from ServiceTrade if you have a custom field named "PO" in QuickBooks.
- For a comprehensive list of what transfer to Quickbooks, please see this article.