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Tax profiles for new WO's: if a tax code is entered into a new WO, I want that Taxable? checkbox under Billing Setup to automatically check itself

In the state of WA, we deal with so many different tax codes, just in our local area. This means we have to look up each site address and input that into spectrum so the tax amount pulls right. Once I enter that code I want Spectrum to automatically mark that work order as taxable. 

  • Guest
  • Nov 27 2019
Company JRT Mechanical
Job Title / Role Service Coordinator
I need it... 6 months
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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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