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What happens when I merge a defect quote?
What happens when I merge a defect quote?
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

You may want to merge 2 defect quotes into 1 to streamline old quotes into a new one.

In order to do this:

  1. Make sure the defect quotes are on the same property/client

  2. On a draft quote, click Other quotes

  3. Select the defect quotes you'd like to merge

  4. Click Merge lineitems and Void

  5. This will then merge the original quotes and Void them


Note that merging these quotes will copy all lineitems except

  • lineitems attached to remarks that have been resolved

  • lineitems on quotes that have been approved/actioned

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