Transfer a Job or Template to Another Client

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Jobs and Quotes

On the tools tab of both a quote and job there is an option to copy the job/quote to another client. Simply select the new client off the list and press the adjacent button

Templates

On the tools tab of both a quote and job there is an option to convert the current variation into a template.


Global Templates

By opening the list of templates in a quote or job it is possible to tag the current template as a 'global' template.

If you subsequently go to another quote or job then then you can open up the list of templates and filter by the 'global templates' item and select the template you had previously tagged

.


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