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Move Jobs

Written by Fred Pape

Have you ever wanted to move a job to a new customer or a different property? Well now you can! This article will walk you through the few basic steps to move a job to a new customer or property.


Step by Step:

Step 1:

Select the job you are going to move from the Projects screen

Step 2:

Scroll to the bottom of the Details page and click on the Move button

Step 3:

Select the Customer and address you want to move the job to and click ok

Step 4:

Just like that....the job is moved over to the Customer you chose

We are beyond excited to have this feature rolled out to you all. 🎆 Hope this makes things easier. As always, if you have any questions, please hit us up in the chat box in the bottom right of your screen. 😊

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