This App allows users to create a Job and Service Request from a CRM Quote. It also creates a Job Estimate based on the Quote value.
The App adds a Create Job/SR button to the Quote maintenance form.
When the button is clicked the user is asked to select a template and choose whether to also create a service request.
The App then creates:
- A Job and a Service request based on the Quote.
- A Job Estimate based on the Quote value.