"How To" Merge Multiple Jobs
This feature lets you combine multiple jobs into the one job.
Note: This feature is applicable to Contractors only.
- Click on the JOBS tab
- Click on the Tick Box next to the jobs you want to merge
- Click on Actions>Merge - You will have a wizards popup appear and the order must meet the Pre-merge Checklist criteria
- Once you have all 4 ticks in the criteria, click Continue
- Add any required fields and then click Next to display a preview or Merge to complete the merging
- The merged jobs will now be given a new Order ID and in the jobs order notes are comments of what jobs were merged to create this order