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Added in Version 0.30

Overview

  • In this article we’ll describe how to transfer Customer Photos to a Quote or Job.

Transfer Customer Photos to a Quote

  1. Open a Quote
  2. Click Site Analysis on the Sections tab
  3. Scroll down to the Meter Box and Other Photos tab
  4. Click Transfer Customer Photos
  5. This will transfer all Customer Photos that are not already assigned to a Quote/Job

Transfer Customer Photos to a Job (Enterprise App Only)

  1. Open a Job
  2. Click Final Job Details on the Sections tab
  3. Scroll down to the Job Photos tab
  4. Click Transfer Customer Photos
  5. This will transfer all Customer Photos that are not already assigned to a Quote/Job
Next How to Redesign the System on an Installation Job
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