Forum Discussion
If I could hand off one task in our business today, it would be combining quotes (change orders) to jobs and invoices if necessary. For bigger projects that have change orders and add ons, it is currently time consuming to make sure every detail is updated with the current job and ultimately updated for the final invoice. Having multiple invoices and jobs because of change orders can be frustrating. With the fast-paced and busy environment that we work in, doing the small tedious tasks can take up time from moving other projects forward or have a higher chance of mistakes happening if someone is in a rush.
Being able to create a change order and then attach one/multiple to the current job or invoice so that all of the information comes together accurately in order for the chance of mistakes to lower and help free up some time to focus on other areas of my job as well.