General Quoting
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      3. General Quoting

      Track Details Specific to Each Area/Room

      This feature enables you to track details specific to each area (room) in addition to details related to the entire job. 

      AreaDetails

      That information can then be displayed on Job Site Details and Shop Details reports.

      JobSiteDetails

      Configuration

      Area Module

      To add area details' fields to the area module, go to "Configurations," in the Administration tab. Then select "Area."

      AreaDetailsConfiguration

      Add new fields and define the "FieldName" as the label that will show up in the area module. Select a "CustomText" or "CustomCheckbox" BaseFieldName.

      If you would like the text field to have dropdown options, add "Values for Dropdown Box" in the right side of the page for the selected field. 

      ValuesForDropdown

      Click "Save" if ActionFlow does not autosave.

      You may need to exit out of ActionFlow and sign in again to see the change in the Area Module.

      Reports

      To add the area detail's fields the Job Site Details and Shop Details reports, go to "Report Configurations" in the Administration tab. Find the report, find the "CustomCalcFields" property and click "Edit." Select the fields you want to show up on your report.