Lead Functionality
Brittney
Need to be able to convert jobs back to leads. Add billable items to leads, and duplicate a lead into a job, or a job into a lead.
If we go out to a client & complete billable work, but need to bid for future work, we either have to leave the job open (even though the initial work is done/billed), or ask our techs to close out the job for initial work and build out a lead to estimate the new work. Not efficient. Allowing us to duplicate a job into a lead would make it much easier, OR allow estimates to stay open on "done" jobs.