There should be the ability to create a service, material and equipment board with prices. when a quote or invoice is created it should be linked to this board so users can select the service , material or equipment and this will pull the information into the Quote or invoice. At the moment this is a manual process and subject to errors and incorrect pricing. There should also be a location where all invoices created in stored in Monday and can be referenced or retrieved on demand.
Hello @Benton12343,
You can select items from your boards, including connected boards using the Paysaro app.
Here is a demo.