Job Planning & Management Ideas Portal
What problem is the customer facing?
The customer is facing an issue where they would like the summary on a sold estimate to automatically transfer to the job summary in addition to the invoice summary on the new job. At this point they are having to copy and paste it from the estimate summary.
Why is it useful?
More seamless transfer of information between sold estimates and the jobs they are booked into
Who would benefit from it?
Dispatchers, CSRs, and technicians
Do you have a recommended solution?
Automatically transfer the estimate summary to the job summary
Upvoting this for Comm+ customer Superior Plumbing, Heating and Mechanical LLC who build Estimates in the Office and field and convert them to jobs. They find it cumbersome to have to copy-paste the Estimate Summaries into the Job Descriptions and would like the attachments/PDFs on the estimates to transfer to the booked job as well.
Upvoting this for several Handyman customers I work with who consistently build Estimates in the Office before booking jobs/appointments. They find it cumbersome to have to copy-paste the Estimate Summaries into the Job Descriptions, but are needing to clearly display the Scope of Work to the Technicians.