Import quote template into a new Job

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JMMPW
Contributing User
9 Posts
Contributing User
Contributing User

9Posts

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Import quote template into a new Job

We often have repeat jobs, which prompt our sales team to duplicate an old job to get the full list of material/labour used for the job.  However by doing so, the process also copy through all old notes.  Is it possible to just copy the information from the quote page to a new job with nothing else?  Alternatively is it possible to cut and paste a list of material into the quote page for the job?

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Bridie_M_MYOB
MYOB Moderator
41 Posts
MYOB Moderator
MYOB Moderator

41Posts

0Kudos

1Solutions

Re: Import quote template into a new Job

Hi There, 

 

Thank-you for your post, I have sent you a private message for some additional information to ensure your query gets through to the correct team. 

Kind regards,
Bridie

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