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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Jan 26, 2022

Simplify Booking Sold Estimates into Jobs

Problem: When you go to a sold estimate > book job > you're directed to the main call booking screen. But when you go to an existing job > book a recall or warranty job > a simply flyout opens to book the recall or warranty job.

Useful: This would decrease the amount of time it takes to book a sold estimate into a job (less clicks, less tabs, etc)

Who: Dispatchers, office admin

Value: Efficiency, ease of use

Solution: When booking a sold estimate into a job, simplify the job booking workflow to mimic the way it works when booking a recall/warranty job.

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