Move estimates from contact to job
If you are using the job feature, a job is not needed until a contract is signed. Therefore most users create estimates in the contacts section. JN offers the option to create a invoice from the estimate, but only in the section (contact or job) that it is created in. When using jobs, you don't invoice a contact, you invoice a job. Currently, a estimate has to be re-created, or an invoice made from scratch. We should be able to transfer a estimate to a job, or when "converting" an estimate, we should have the option to send it to a open job for that contact.
Brandon Byrd
shared this idea
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Keith Kaan commented
It would sure be nice if there was a MOVE TO JOB option for things like Estimates, Invoices, documents and Photos that were placed in a Contaact instead of a Job The drop down list would show existing jobs for the customer and the option to create a new job if the one you need to move it to doesn't exist.
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Chris Richardson
commented
I keep explaining to them how frustrating it is when a sales rep accidently writes anything under the customer. They need to add this option or at least make it where we can disable writing things under the contact when jobs are created.