Convert to Job
Here is a BIG time saver you will love! If you have done a Job before and need to do it again, go to the previously submitted form and select the “Convert to Job” button.
This will:
- 1. Create a New Job automatically, and
- 2. Pull all of the information across from the previous form and auto populate the new Job
ready for dispatch.
The Field User therefore does not need to enter all of the information again, but rather, just checks the historic answers and makes any changes where necessary.
This is a huge time saver for Inspection Reports, Strata Unit Reviews and any process where detailed reports remain consistent - all with one click!
Note: The only elements that will not be transferred to the new Job are photographs and signatures as these will need updating.
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