Booking a job off sold estimate

[dphilcox]

Currently we are booking our return job off of sold estimates for job that could not be completed same day. In doing so, the invoice that the technician writes up in his summary does not get applied to the invoice from the initial job and puts it into the description for a project that gets created. Am I doing something wrong? Why is that initial invoice not having a summary connected to it?

[mdaniels1]

We have started putting them on projects together, and keeps all of the invoicing and summery notes together on the project then in an easy to find spot.  When a customer calls in to go with a bid from a job, or when the tech contacts dispatch as we will need to come back another day to finish, we go to the original job and hit create project.  Then when we set up the return we do it an attach it to the project with the job the original estimates are on.  Having them all together on a project has done wonders for us and for our tracking.

[dphilcox]

Great. Thanks. 

[Roman]

Hello @dphilcox,

The initial job summary does not get modified, you would have to manually modify it.