WindoorERP Documentation 19.0

Closing the job

Submit, and let the office get on with it

Why this step

Submitting hands the survey over. On a pre-quote the salesperson gets it immediately with everything they need to price it; on a production survey it goes to a manager to approve, whatever the measurements came to. Once submitted it is no longer yours to edit — if you need to go back, ask, and a manager decides.

Checkpoint

The job has left your open list and the office has it.