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?

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‎04-07-2020 07:08 AM
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‎05-25-2023 07:12 AM
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.
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‎08-09-2022 02:31 PM
I wonder if this improvement has been made? Thanks

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‎04-14-2020 11:56 AM
I was afraid of that. Thanks so much for your reply 🙂
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‎04-13-2020 01:00 PM
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.
