Create Job or Rental from an Estimate

We recently added a powerful new feature that allows you to create a job or rental directly from an estimate. This update is designed to streamline your workflow by auto-filling information provided on the estimate, saving you time and reducing errors. 

How it works: 

  1. Access the Estimate Details Page
    1. On the Estimate Details page, navigate to the Start Invoice dropdown. 
  2. Select Create Job or Create Rental
    1. You will now see two options: Create Job or Create Rental. Choose one depending on the action you want to take. 
  3. Auto-filled Details: 
    1. When you select either options, you'll be redirected to the appropriate page - either the Create New Job or Create New Rental page. 
    2. All the relevant information from the estimate (such as customer, site, etc.) will be auto-filled for you. No need to re-enter the details, making the process much faster and more efficient. 
  4. Quick Access to the Estimate: 
    1. If you need to review the original estimate while creating the job or rental, we've added a View Estimate button int he top right corner of the page. This allows you to easily reference the estimate details. 

This new functionality will help you: 

  • Save time by eliminating the need to re-enter information from the estimate.
  • Ensure greater accuracy by pulling in customer and site information directly from the estimate. 
  • Create jobs and rentals with fewer clicks. 

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