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11-03-2023 09:08 AM
Hello,
Once estimate is sold and customer calls in to cancel the service they agreed to. is there a way we can mark this unsold on our end?
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11-03-2023 09:19 AM - edited 11-03-2023 09:19 AM
I believe the way that you can do that is that you cancel the job, duplicate the original estimate, then delete the original estimate (on the job, down near the bottom) and then mark the duplicated one as dismissed.
Acclaimed! Heating Cooling and Furnace Cleaning
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11-03-2023 09:19 AM - edited 11-03-2023 09:19 AM
I believe the way that you can do that is that you cancel the job, duplicate the original estimate, then delete the original estimate (on the job, down near the bottom) and then mark the duplicated one as dismissed.
Acclaimed! Heating Cooling and Furnace Cleaning
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11-03-2023 09:40 AM
Thank you I will use this asap and keep you updated .😊
