Create Job Tasks from Quote Sections

Who can use this?

Platform: Web        Plan: Plus        Staff Permission: Quoting

If you have a quote associated to a Job, and the Quote includes Sections that group costs together, then by using the Copy Tasks from Quote function, Tradify will automatically copy your sections over as Tasks to the Job. 

Important Note: When copying Tasks over from a Quote, Tradify will only copy the Section details. Line items will not be copied to the Job during this process.


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