Is there a way to pull an estimate that was created under a customer but
not a 'job' into a project? Or 'Book A New Job' from an estimate that
was not created from a 'Job'? The estimates created without jobs
attached are just in limbo?
I do highly recommend always having a signed estimate for your
protection!You can sell an estimate manually by going into the estimate
and clicking on the 'opportunity' ID number (hyperlink) at the top of
the page. From this page you select the Sold/...
Right now if a technician is on a job and there is additional follow up
needed by the office, he has to call in with the info and or leave a
note it in the job notes. Then the office follows behind and creates the
task etc etc. It would be ideal if w...
