Purchase Order Import
· One min read
We've added the option to create jobs from purchase orders (POs) in the web interface.
You're able to upload a PDF provided by a client, and we'll automatically extract details from the uploaded file and create a job against the mentioned customers, properties, and details. Where applicable, a draft quote will be created matching any pricing details on the purchase order to allow you to quickly invoice the job once work is completed. The uploaded PDF will be saved in the job's files.
This option can be found on the job list, and on the jobs tab of customer or property pages.
