• Enable the feature

Оригинал на GitHub

By allowing your sales team to open onsite interventions tasks will create a seamless experience for your customers. It also allows them to first receive a quotation with the materials that will be used plus the service price to be approved before the work even starts.

Enable the feature

Go to Sales ‣ Products ‣ Create or edit an existing one. Select: under General Information ‣ Product Type: Service; under Sales ‣ Service Invoicing Policy: Timesheet on task ‣ Service Tracking: Create a task in an existing project ‣ Project ‣ Worksheet Template ‣ Save.

Now, once you have Confirmed a quotation, a task will be created in the respective project you have chosen.

Совет

One of the greatest benefits here is that you can have different Worksheets Templates under the same project and product, for example.