Use projects for multi-service jobs
When a customer approves more than one service on a quote, a project keeps all the work together.
▶ Watch: Use projects for multi-service jobs (39 s)
Steps
- Each appointment holds one service type, so a quote with several approved services becomes a project.
- Open Projects and the project, then Add Appointment to link its appointments. Services link automatically.
- Complete each visit through its service report, not by marking it complete by hand, so the project and Billing both see it.
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