JobBOSS | Ideas

One Click Quote To Order

Too many clicks becomes a time waste and facilitates more error possibilities. If there were a way to duplicate an existing quote EXACTLY into a SO by one click, we could eliminate the need to copy from and have to drag each line item over. Most of the time my customers order everything I quote.

  • Guest
  • May 11 2017
  • Likely to implement
  • Attach files
  • Guest commented
    19 Nov, 2021 06:04pm

    With current labor shortages, it's imperative that our active employees are more efficient. Time-eliminating steps would be greatly appreciated.

  • Ezra C commented
    23 Jul, 2020 03:15pm

    Quickbooks already does this. I expected JobBoss would too. That really is too bad. I hope this will get added soon.

  • Chad Tessmann commented
    16 Aug, 2018 03:40pm

    And if there was a separate button to create a new job via the one-click method.  That way, either sales orders or job entries would both be one-click.  Job entries might be a little more rough because a job only references one part per job but I think JobBOSS could do it.

  • Doreen Bann commented
    1 Feb, 2018 10:34pm

    We don't use the Sales order but if it created new Jobs that would be lovely also.

  • Chris Haar commented
    22 May, 2017 05:59pm

    Or better yet, add the ability to select either the entire quote or check box individual line items within a quote to One-Click order.