Change Address on Work Orders

Summary

I have a client that I am working with that is using the "Estimate" feature and using the printed estimate as a Work Order for the installation crew. QuickBooks automatically uses the Billing address on the Estimate and does not give a choice to use the Shipping address. The shipping address needs to be on the Work Order not the billing address. I have only found (3) ways to change the address. The first is to override the address on the estimate but then it has to be changed again when the estimate is creates the invoice for billing purposes. Another way is to setup a custom field in the customer record for "Installation Address". The last is to use a custom field on the estimate but since there is only (1) custom field available this limits the information needed on the estimate. Do you have any suggestions?

Question

I have a client that I am working with that is using the "Estimate" feature and using the printed estimate as a Work Order for the installation crew. QuickBooks automatically uses the Billing address on the Estimate and does not give a choice to use the Shipping address. The shipping address needs to be on the Work Order not the billing address. I have only found (3) ways to change the address. The first is to override the address on the estimate but then it has to be changed again when the estimate is creates the invoice for billing purposes. Another way is to setup a custom field in the customer record for "Installation Address". The last is to use a custom field on the estimate but since there is only (1) custom field available this limits the information needed on the estimate. Do you have any suggestions?

Answer

Unfortunately, I can't do better than you have already figured out. Did you also consider using a "Pending Invoice" with both the billing address and the shipping address? You could create a new Invoice template called "Work Order". Then use that as a "Pending Invoice" so it doesn't post and give the printed copy of that to the installation crew. It's just a thought. Try it out and see if it works better for you.