Question:
How to move a Jobsite from Parent A Parent B Customer?
Solution:
Follow the process below to confidently manage the transfer of jobsites from one parent account to another, ensuring a smooth transition for your business.
Step by Step Process:
Remove the accounting link from Customer:
- Open the customer from which you would like to move the jobsite (Customer A)
- Click on "link" button
- Click on Delete icon to remove the link
Remove the accounting link from Jobsite:
- Open the Jobsite you would like to move
- Click on "link" button
- Click on Delete icon to remove the link
Link Customer B to the Jobsite:
- Open the Jobsite you would like to move
- Click on Edit button
- Select the Company B
- click on Save
- After you refresh your screen, you will see the Jobsite under Company B
This new information will be moved to accounting software after you create an Invoice and process the sync to accounting software.
If you have any questions about this functionality please contact the Service Desk through the feedback button or to email support@jobboxsoft.com.