Sync Estimate to New Job
Cyrus Samimi
We could really use an option to "sync to new job"
We send out multiple estimates for a customer, this will mean we can have 3 or 4 estimates on one lead appointment,
Only one estimate can be converted to a job - this will usually be the big equipment like furnace and air conditioning but ...
If a customer approves a second estimate like a water heater, you have to manually recreate the estimate in a separate job,
It would be great if we can get a new option that allows us to convert that second approved estimate to it's own separate job.
It would save a world of headaches and reduce the risk of input error when creating a new job for any additional approved estimates
Boaz Schonherz
Hey Cyrus Samimi
Thank you for this feedback.
I'm happy to share that this month, we’ll release a new option to create a job directly from an estimate.
In addition to the ‘Sync to Job’ button, there will be a new ‘Create a Job’ button. Clicking it will generate a new job that includes all assets from the estimate.
Thank you,
Boaz / Product