Job Planning & Management Ideas Portal
Description: What problem is the customer facing?
Customer needs to be able to book multiple jobs from a single estimate, essentially creating a project direct from that estimate. Examples are when installing a tankless water heater where additional space is needed on the electrical panel. This is a multi-day, multi-BU job that is covered under a single estimate.
Why is it useful?
Its a more efficient way to schedule jobs that require multiple days or multiple jobs.
Who would benefit from it?
CSRs, client customers, Install coordinators, technicians
What value does it provide the business?
Accuracy, efficiency, ease of use
Do you have a recommended solution?
Followups -> Opportunities -> Select an Opportunity -> Sell/Convert one estimate -> Book Job -> Create Project -> Book Job 1 -> Book Job 2 - Book Job 3
This is beneficial for customers who have different phases of work being booked from a single estimate, but are not using the project tracking tools. ie: Sell one large estimate > select some items from the estimate > book into Job #1 > select other items from the same estimate > book into Job #2 > etc.