Linking job to a quote and then convert the quote to another job;
complete
Dan S
Linking job to a quote and then convert the quote to another job; At the moment you can only convert a quote to a job, you cannot link a job (that could just be a check-up) to a quote that will then be sent to the customer (along with prices). After doing this you can just convert the quote to another job, keeping the cost items from the original job (check-up).
Damien Knight
complete
This has now been completed
Damien Knight
planned
Damien Knight
Merged in a post:
turn a job sheet into a quotation
T
TERRY PERKINS
create a quotation from a job sheet similar in method to how you can create and send an invoice from a job sheet - also all photos and report should be able to be transferred or copied form the job sheet to the quotation
I
Ivan Ikonomov
I would prefer to be able to the following: create job > then create a quote > then create a job from the quote
Damien Knight
hello All - We are investigating the possibility of doing this, but first we need to understand the exact problem that you're facing. Do you want the ability to link a quote to multiple jobs or do you want to create job > then create a quote > then create a job from the quote. Any comments or a clear explanation would be great :)
B
Bob Smith
definitely a good idea - I have quotes that will have both a recurring job on it and a single item job; at the minute I have to create the recurring jobs from the direct link to the quote then create a seperate job by manually duplicating the job details from the original quote
Damien Knight
under review