Why can we NOT put a sold estimate on an existing job???!! Makes no sense why we have to book a new job.
Example: we are at a customers house and the customer wants to accept an estimate from a previous visit. If we sell the estimate, you can not book it onto the current job. You have to create a new job. Load it on the tech & have him clock in and out.
Estimates need to be easier to use. you do NOT need a new job every time an estimate is sold. Shouldn't have to duplicate and delete estimated to make it flow correctly.
We need the button to "add to existing job" back!!!!
I completely agree, My technicians may give several different repair estimates to a customer. The customer selects one and the technician sells it but unless he says he has the materials and wants to do the work right then I have to set up a new job for the sold estimate. Or, if the customer calls back a few days later I have to go to the old job, pull up the estimate and then set up a new job. It is ridiculous.
We agree with this...This has been a question for us recently. We would love to be able to attach a sold estimate to an existing job. So many extra steps that are not needed. To have to make a new job is crazy!