• Create a Job & Service Request from a CRM Quote

    • Create a Job & Service Request from a CRM Quote

    $590.00
    (No reviews yet) Write a Review
    SKU:
    010077
    Minimum Greentree Version:
    3D@6
    First Released in Apps Pack:
    3D@6-10
    Required Module(s):
    None
    Developer:
    Verde Group NZ
    Free Trial Coupon Code:
    30DaysFree
    Ease of Setup:
    Call your Consultant
    Premium Pack:
    Yes
    Subscription:
    Yearly
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    Product Description

    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.

    Features

    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.

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    *This app is part of the Premium Pack

    Product Videos

    Custom Field

    Minimum Greentree Version 3D@6
    First Released in Apps Pack 3D@6-10
    Required Module(s) None
    Developer Verde Group NZ
    Free Trial Coupon Code 30DaysFree
    Ease of Setup Call your Consultant
    Premium Pack Yes
    Subscription Yearly

    Product Reviews

    Write a Review