JobBOSS | Ideas

Automating converting multiline quotes to multiple jobs

There needs to be an automated way to convert quotes with multiple lines into multiple jobs without having to do it all on a line by line basis. Basically when we do a quote and have five different lines on that quote there is not an easy way to convert all those lines into jobs. If we end up getting the order for all or some of those lines we have to go in and manually create a job for each line and then copy the corresponding quote line to that job. It sure would be nice if we could just hit a button, pick which lines to convert to jobs and have Jobboss auto-create the jobs.

  • Joe Rings
  • Feb 28 2024
  • Future Consideration
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