How Convert a Calendar Note to a Job?

Created by Binita Goswami, Modified on Fri, 31 May at 12:27 PM by Binita Goswami

To convert a calendar note into a job upon receiving confirmation:

  1. Click on the note in the calendar.

  1. Click on the Create Job button.

  1. The quick job pop-up will appear with the note's details.

    • Add customer and billing details.

  1. Click Save.

The job will now appear on the calendar like any other job.


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