Is there a way to move a sold estimate to a different job? Another dispatcher booked a manual job that should've have been booked from an estimate. Can I attach the estimate to the already completed job somehow?

Previous ContributorPrevious Contributor
Former Community Member
 
4 REPLIES 4

UptackService
New Contributor II

We also believe there should be a method for reassigning an estimate to a different job. Or another choice might be to duplicate the estimate with the ability to reassign to a new job number.

alicia
New Contributor II

I wonder if this improvement has been made? Thanks

Previous ContributorPrevious Contributor
Former Community Member

I was afraid of that. Thanks so much for your reply 🙂

meghan_r
Contributor

I have asked for them to come up with a way to fix this but unfortunately there is no way to change it. You would have to delete everything from the invoice of the call that they booked, then cancel the call and rebook it with the estimate.