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What happens when I merge a defect quote?
What happens when I merge a defect quote?

You may want to merge defect quotes into one to streamline old quotes into a new one and subsequently organise a single task for revisit and repair

Teresa Bui avatar
Written by Teresa Bui
Updated over a month ago

In order to achieve this:

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

  2. On a draft quote, click Other quotes

    Screen_Shot_2021-07-21_at_9.33.49_am.png
  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

    Screen_Shot_2021-07-21_at_9.35.21_am.png

Please be advised of the following when merging defect quotes:

  • Merging quotes will copy all lineitems except:

    • lineitems attached to remarks that have been resolved

    • lineitems on quotes that have been approved/actioned

  • It is not possible to merge defect quotes from different properties

    • subsequently, it is not possible to merge defect quotes from different clients

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