Not that familiar with how field services and the advanced projects modules interact, so any guidance on this scenario would be great: We need to quote multiple labor types (preventive maint) for complex jobs at a single customer site but we don't want to split them into separate/multiple projects, RFQs, or quotes. We also want to provide quotes for these to the customer with rolled up labor items.

In this setup, Advanced Projects can hold all the labor types under one project, and you can quote them as separate line items while still rolling them up for the customer view. Field Services ties in by letting you schedule and track the specific work once it’s approved. The key is structuring labor items properly so you keep internal detail without forcing multiple projects/quotes.

Thank you for the response. We'll try to replicate this to test.