We are in the process of implementing Acumatica.
Our workflow requires us, in many cases, to do a site-check for measurements etc. before we can generate a quote.
We would like to keep things simple for our field technicians so that all they need to deal with in the app is the appointments section.
The problem is that when an appointment is created from an opportunity, a service order is created automatically, which basically shifts the processes a step forward before a quote was created. Once the quote is created in the opportunity level (post measurement appointment), the quote details will not copy to the service order (since it is already open).
In our case, if we use opportunities then we’re required to go back and fourth between services orders and opportunities, coping and pasting information from quotes to create invoices, and extend all companies to customers (while they might not be in the end).
How can Acumatica be used correctly in this scenario without creating any awkward workflows?
Thanks you!