Draft order for jobs that came in via E-mail

It would be handy if we could create draft orders for jobs that came in via email.

some of our clients refuse to work with the portal and still want us to contact the homeowner to set the appointment.
But right now, because of that, we can’t use the autoscheduling because for autosheduling you have to fill out the new order via the impersonated client order page and then you can see what times are possible. But if you can’t reach the homeowner while you have everything filled out you can’t save the order and everything gets lost.

So please make it a possibility to create draft orders as an admin without impersonating the realtor so we can use autoscheduling without losing all the information when the home owner doesn’t answer the phone.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

10 months ago

Author

Kjeld Pickery

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