Duplicate and Move Jobs

Duplicate and Move Jobs

Duplicate a Job and move it to a new Customer with a click.  This is especially helpful for builder scenarios where Jobs are copied from a Master record to a record with actual Jobs.

 


    • Related Articles

    • Phasing Jobs in ActionFlow

      There are multiple ways to phase jobs in ActionFlow depending on if you use the Quickbooks integration. Talk to your account manager about the best way to manage commercial jobs! Table of Contents Phasing Jobs by Creating a New Job (0:00) Creating a ...

    • Tracking Jobs

      Table of Contents Intro (0:00) Add a Customer (0:11) Create Quote - Customer, Job, Area (0:17) Create a Customer (0:25) Add Basic & Contact Info (0:38) Job View (1:30) Create a Job (1:48) Job IDs (2:24) Job Site Contact Info (2:35) Job Details (3:15) ...

    • The Maps Feature

      Table of Contents Intro (0:00) How the Map Ties in with the Scheduler (0:07) View Map for Routes on Current Day (0:18) Move Jobs to Different Crews/Teams (0:48) Rearrange Jobs for the Day (1:05) Color Wheel (1:35) Review Job Color and Location on ...

    • Creating New Customers

      Table of Contents Intro (0:00) Enter and Edit Customer Information (0:18) Customer Details (1:25) Customer Actions (1:39) Job Data- Create Jobs and Areas (1:50) Assign Account/Dealer (2:13) Copy Button (2:34) Customer Search (2:47) Refresh Button ...

    • How to Draw in ActionFlow

      Add a new top There are 2 ways to add new tops: Use the "Preset" shapes buttons Click the "Draw" button a. Click your mouse in the drawing area to start the top Move the mouse to draw the top Left click and move the mouse to add an angle to the top ...