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:
- Access the Estimate Details Page
- On the Estimate Details page, navigate to the Start Invoice dropdown.
- Select Create Job or Create Rental
- You will now see two options: Create Job or Create Rental. Choose one depending on the action you want to take.
- Auto-filled Details:
- When you select either options, you'll be redirected to the appropriate page - either the Create New Job or Create New Rental page.
- 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.
- Quick Access to the Estimate:
- 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.