Eliminate an extra step in job booking

[Jason]

Whenever we create a job, in order to add a price and the description of the job, we need to add a task in the invoice. I believe that this is an unnecessary extra step and we can do all that while creating a job itself.

[reneem]

What Jess said! We have some job types that automatically have the diagnostic fee added. For instance, a No a/c would 90% of the time need a diagnostic. I would rather it be there and have the tech take it off if it needs to be, then worry about either a CSR adding it or the tech adding it to make sure that we are collecting the right amount.

[JessicaSmith]

You could set up your job types with default tasks. Is it always the same price & description you need to add (by job type)?