Would it be possible to add the "No Charge/Non-Opportunity" check box to the list of fields for converted jobs and recall jobs in the booking step so that employees do not have to go into the job after it is made to edit it? This would cut out extra frivolous steps. It would also be neat if there was an admin function that could be selected that would automatically check this box for converted work and recalls. This small change would save our business over an hour a day.
For recall jobs, you can create a job type, and in job type settings you can add a check mark next to "No Charge/Unconvertible by default" and any jobs booked with that job type will be be No Charge by default.
For recall jobs, you can create a job type, and in job type settings you can add a check mark next to "No Charge/Unconvertible by default" and any jobs booked with that job type will be be No Charge by default.
