Move Estimate from Contact to Job
It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?
Jason Kaiser
shared this idea
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Office Group
commented
When I first started invoicing customers, I didn't realize how important it would be to create their invoices after I had created the job I was invoicing, and that I needed to be IN that job when I hit "Add Invoice" or it would be impossible to assign that invoice to that job.
So those invoices and all the old ones that imported from QuickBooks, can't be assigned to specific jobs, rather than the parent contact...and it would be really beneficial to be able to do that now (without going through and re-creating each and every invoice in order to have it related to those jobs). On top of this, there are some other reasons this would be handy to be able to do as well. -
JKing
commented
I'd like the ability to make attachments related to a specific job. Sometimes photos and attachments get uploaded to the contact instead of the job. There should be an option to click on those attachments under the contact and have it point to the specific job I'd like to see those attachments/photos under. Instead of the current option of clicking 'related'.. Which shows me all attachments from the contact and any other jobs that contact has.
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Becky Ramirez
commented
Once an estimate is written up, it would be nice to be able to edit it. For instance after it's written up be able to edit it and add it to a "job".
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VALERIE HUBIN
commented
Want to be able to move attachments that are attached to "tasks" to the Job or Contact without having to download & upload again.
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Jason Kaiser
commented
Or simply add an address line to estimates under contacts if the contact is a business owner and has multiple jobs that are being estimated on. Then we could convert the estimate to a Job that keeps all address data the same for the job.