Reassign Jobs will allow you to move Jobs from one User to another in bulk, rather than one at a time. We also give you the option to Reassign the Sale and the A/R credit from one User to another.
Requires one of the following Roles to access this page: Office, Manager, Location Administrator, or Company Administrator. The User you are Assigning Jobs FROM needs to be either Active or Inactive. Archived and Deleted Users will NOT appear on this list.
Hover over the Tools menu and click Reassign Jobs.
Reassign Jobs
1. In the first column, select the User that owns the Jobs you would like to Reassign. You may only select one User at a time.
2. Select the Jobs in the second column that you would like to move to another User. You may also select whether you will move the Sale Amount and or if the Accounts Receivable will also be moved to the new User.
For example: If a Rep has Closed the Sale and has received a signed Contract with the homeowner, you may want to give him credit for the Sale, but move the Job and A/R to another Rep.
By default, all these options are checked when you select the Job. The options for Reassigning may vary, depending on the Milestone the Job is at, or whether the Rep you selected is the Primary Rep.
3. Now that you have at least one Job selected, you will choose the User that you wish to Assign these Jobs from the third column. You will see their current Jobs appear in the fourth column.
4. Click Reassign Jobs in the bottom left-hand corner to proceed.
Comments
0 comments
Article is closed for comments.