New Job from approved/won Estimate
complete
Kristian
marked this post as
complete
Hi everyone — excited to share that you can now create new jobs from job-connected estimates!
Learn more here: https://help.workiz.com/hc/en-us/articles/38663912802193-Creating-a-new-job-from-an-estimate#job-connected-estimates
Daniel Davidson
This cannot be done fast enough….
Boaz Schonherz
Merged in a post:
Convert Estimates into a NEW job.
O
Office
Jobs should have the ability to be closed without archiving the estimate. A lot of times an estimate is giving that has nothing to do with the job we are therefore, parts may need to be ordered or something of that nature. we don’t want jobs just hanging open out there, they need to be closed cashed out and once the estimate is approved it should have the ability to open a new job without having to go in and take the whole estimate up again.
Boaz Schonherz
Merged in a post:
Add Estimate to New Job
Daniel Davidson
Recently you guys updated the estimate so that when it is sold it either replaces the items on the job, or adds to the existing items on the job. One additional options should be added to "Sell estimate items to a new job". For a specific example, I performed a commercial service plan visit, which I charged for. While there, I provided an estimate and it was approved, however, the part had to be ordered so they requested that I return to perform the work for that estimate at a later date. However, the service plan visit was completed and paid for. Now my only options for that approved estimate are to merge it with a closed job, or replace the items on that job, which has already been been paid for and closed. For this reason there should be an additional 3rd options to "Sell Estimate Items to New Job".
Boaz Schonherz
Merged in a post:
Ability to sync estimate to NEW job
Bill Malone
As techs go out for service, they sometimes are asked for estimates for other services. We need the ability to create an estimate on the spot in the job and then sync it to a completely new job.
idan kadosh
Merged in a post:
Duplicate estimates in mobile version
Smooth Plumbing
We should be able to duplicate estimates in the mobile version.
idan kadosh
Merged in a post:
Move an Estimate from job to job
Elyse Heine
Having the ability to move an estimate that has been created on a job, to a new job.
idan kadosh
Merged in a post:
Add estimate to existing job
A
Aly Seibel
Adding an estimate to a job even if it is for a different client.
idan kadosh
Merged in a post:
Estimate to New Job
S
Stephanie
As a business that does consultations first, it would be helpful to add estimate to consultation job, but when scheduling have the option to "sync to new job" not just the sync to existing.
idan kadosh
Merged in a post:
Estimate to a new job
Ron
It would be nice to have an option to sync an estimate to a New job. We offer several services: hvac, electrical and plumbing. A sales person can create 3 estimates, but these jobs will be completed by 3 different teams. We have to manually create new jobs and recreate the estimates.
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