@scottgaspar I would love to learn more about this once you have it set up! We go live November 1, and needed a quick solution.

@scottgaspar We ended up having to use the appointment header note to capture the larger description of work. We tried to use the long description not...

Hi @NickSM, We are somewhat on the same page. The service order type is set as below with the billing cycle. We want to be able to bill from the ser...