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FieldService_CopyWorkOrder is exactly what I am looking for, but for Estimates instead of work orders. Is that possible?

Adam Thanks for the ideas.  These should help me get started.

Shane,  There are a number of ways you could do this.  Think the easiest would be to deny a role the ability to execute the action (delete invoice).  Then you could assign the users a role that doesn't have permission to execute that role.   Another way could be to hide the button.  Much like the first example, you ...

Is it possible to create a button or click field with a password?  I have certain fields like delete invoice that I need to be only one that can do so.  Since the hide by user function not availaible yet was wondering if can make it where a password has to be entered before action will be taken when click.

I am wanting to create a work order that has a status of "is waiting on someone else"  In my case I am waiting for "Ol Man Winter" or Jack Frost".  The problem is that I need to have a new work order ready and available whenever I complete a route so I can process Time Cards to them. ...

Hi joshtodd, It wouldn't work exactly like that, you would need to first select a customer in order to be able to add any line items. What you can do is take a look at the Copy selected... option under the More actions... button on the FieldService_WorkOrderList screen. Then look at the Copy Work Orders button on the ...

Hi andy, The Company table doesn't have any screens based off of it as it holds data from other tables. You can edit the table to add fields, i.e. linked or dropdown, for your customization needs. Is there anything in particular you're looking for? What are you trying to do? - Ashur

Mike, I have a solution that addresses the specific needs of the snow industry. I'd be happy to discuss it with you further. You can contact me at 219-221-9500 or matt@techinthefield.com.

I would like to create a button that could copy or duplicate an existing invoice/estimate into a new invoice/estimate with the same items, pricing, and description. After the copy/duplication, I would want to put in a new customer and save the invoice. Is this possible?

Is there a screen that uses the 'Company' table by default or is it best practice not to edit that table?