Force "Job" creation under "Contact"
A setting that forces a "Job" creation would be very helpful for us.
Or....
Eliminate the ability to create quotes, invoices and material orders from the "Contact" forcing everything to be done through a "Job"
It is so easy to do a bunch of work under the Contact by mistake, with no way to transfer it to the correct job.
Thank you for considering.
Scott Scheur
shared this idea
Hello! We recently launched a set of improvements into Beta that prevent users from being able to add Financials to the Contact, and only allows them to be added onto the Job. You previously expressed interest in this functionality, so I wanted to reach out to see if you'd be interested in learning more and potentially joining the beta rollout for this functionality.
Feel free to respond on this email and we can connect to discuss further -- and as always, thank you for your feedback!
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Duffy Admin commented
This is incredibly vital and an ongoing issue for our own team, especially when we gain new team members who are learning the system as well.
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Jason Osorio commented
A validation rule of sorts. Like what Hubspot has… and Salesforce and ZoHo. … even excel. But hey you get smart estimates and texting.