Forum Discussion

Mbtullos's avatar
Mbtullos
Contributor 2
2 hours ago

Workflow

We service appliances. 
We get a request through our website and then convert it to a job or we add it manually.

Then we go out and diagnose them for a $95-$150 service call, depending on distance. 

If possible we repair then. 

If not we send over a quote, then once approved we turn it into another job and schedule it for repair. 
 
We end up with two separate jobs, instead of being able to approve the quote and add it to an existing job with a new scheduled job. 

Is there an easier way to do this that I’m missing? 

No RepliesBe the first to reply