Why can't we attach a sold estimate to the job it was sold on; from the
office after completion?Example: the tech screwed up and didn't mark the
estimate sold while he was on site. Now we need to mark the estimate
that he created as "sold" and attach...
I agree on this. The customer will call back and book the job, then when
we are going through our leads, we can't dismiss the lead or link it
back to the booked job, so it throws our booked lead percentage off and
creates a mess of the leads in the f...