I’m having a similar issue when I have an estimate approved for one client with possibly multiple properties where each Plant Healthcare fertilizing or tree spraying service needs to be scheduled at a certain date in the season when we go out to do all of those services. Basically, I have to take an estimate with several products and services and create a similar job for each product in service so that I can have it scheduled at the appropriate time throughout the season. Some of them need to be reoccurring and some of them are one off. It’s a tremendous amount of work to turn that estimate into several jobs and schedule each and every one of them.
It’s not a problem if all of the products and services can be completed in one visit or a job that lasts for a week. The client can have one estimate and we can have one job with multiple visits. But when we’re trying to turn each one of the estimate line items into a job it’s really an unworkable system for Plant healthcare as far as I can tell.
I wish I could’ve answered your question, but like I said, I’m having similar issues with limitations of the job or software for the Tree Service industry
