What happens when I merge a defect quote?

Article author
Mads from Uptick
  • Updated

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 quotesScreen_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

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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