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#TipTuesday – What happens to a job in a queue when quote is accepted?
When you send quotes from ServiceM8, if you include the link for the customer to view online, your customer can accept the quote online.
When they do this, the job used to drop out of the job queue, but now, the job will change from quote to work order status automatically.
It’ll still show in the job queue (as ‘expired’), but will be flagged as ‘due for review’ and it’ll appear in your Action Required list to indicate that the customer has accepted the job online and you now need to book the work in.
Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.
