Job Created under incorrect customer account

RP
New Contributor

I have several property management groups and a few of them have the same service addresses as they purchased from one another.  A job was created under an incorrect billing address and I am looking to get that job information transferred to the correct billing address.  Is this possible and if so, what would be the best way to transfer the job information over.

 

 

2 REPLIES 2

H_Imbach
Contributor

When in the job, click the pencil next to the bill to/location address and change it to the correct address. The job will then go under the correct customer/location. 

Heather Imbach
Shenandoah Air Conditioning & Heating, Inc.

dwhite45
Valued Contributor

If the job has not been exported yet, you can change that location to the correct "Bill To" so it does not happen again. Then on the job screen, go to the pencil in the upper right corner and change the "Customer" there. If your "Bill To" account has 2 of the same locations, you would need to merge them together now. We try to keep up on ours to only have 1 of each location in our system. Even if it is 1 location that is getting billed to a contractor, we do not set up a new location, just change the "Bill To" on the specific job.