Copy a Enquiry to a Job

 

To create an Enquiry to the Job:

  1. Head to Enquiries.
  2. Select an Enquiry.
  3. Select Copy To Job.
  4. Either select an existing Customer or Create a New Customer (the contact fields may auto-populate based on how someone filled the Enquiries form).

Screen Shot 2023-08-15 at 3.51.10 PM.png

 

Additional Information

When you copy your enquiry to the job it will create a new job, and you won`t have the option to use a template. If you would like to use: "Job from Template ", you need to create a new job. 

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