Who doesn’t like saving time? Newly introduced "quick actions and time savers" on line items will reduce clicks when creating jobs. Here’s what’s new:
Copy Jobs and Estimates
You can now copy a job or estimate for a different existing or new customer. Copying will copy information like line items, tags, fields, checklists, notes, attachments, and team assignment.
Frequently Used Line Items
When adding line items to a job, estimate, proposal, lead, or via the intake form, you will now see a list of your most frequently used line items. The list will update dynamically over time as the usage of line items is tracked.
Favorite Line Items
You are now able to favorite frequently used line items so that they are easily accessed.
Save Line Items to Price Book
When a line item is added to a job that doesn’t exist in the price book, you will now be able to add the item to an existing or new category from the job.