Why do my Quote notes not appear on the Job?
This will depend on the process. If the process is to:
Create the job
Create a quote
Assign Quoted within the job screen; the Quote notes will not pull through to the job. The job is only pulling through the product lines from the quote. The quote notes will need to be copied into the Instructions on the Job.
However, if the process is;
Create Quote (with title and notes)
Click job, from the Quote screen, then create a new or attach to an existing Job, the Quote notes will transfer through to the Job screen and onto the Invoice.
Any notes that are entered on a quote line rather than in the Notes section of the quote header - ie as a /N line where a product code is normally entered - these will appear when the Assign Quoted option is selected for both scenarios listed above.