Combining two projects into one
Jon Lloyd
It would be great to be able to merge two projects into one single one. Use case scenarios:
- Two people go to measure a job. This could be for training purposes, or it could be a very large job that might take more than one person. Each person measures a part of the job. Then the jobs could be merged into one.
- A customer's job is measured. 6 months later the customer wants a different part of their home measured but then decides after the fact that they would like to purchase based on the old drawing as well. Both the jobs could be merged.
Comments
Hi Jon,
This is a great idea. Are you thinking that only the rooms themselves would be merged, as in the rooms from one project pasted into another project? Or, are you expecting that other data would also be copied over, including Room Notes, Photos, Products, etc?
Preferably, the entire project contents would be merged over if possible. However, at a minimum, if the rooms on the drawing screen could be merged that would be sufficient.
Thanks, Jon. That is helpful information.
Was this ever enabled? I would also like this ability to be able to compare visually, as well as with the data, from cut sheet captures across vendors or regions.
This would be great. Similarly, if I measure a whole house but the customer decides to split part of it into a future order, we should be able to create a new CRM opportunity from Measure. Measure Mobile only allows you to create a new opportunity if it wasn't previously assigned to a CRM opportunity.
The other aspect to this is the integration between CRM, Measure, and Mobile, seems to be designed for multiple options for one flooring project.
I.E. Customer wants a quote for carpet in the bedrooms and is deciding between three carpets. They are also wanting a quote for hardwood, laminate, and lvp in the kitchen living room, dining room, etc. These are really two different projects. If you create all of this through CRM, to Measure, and then to Mobile/RFMS, all of these will be related quotes and once one is exported, all the related quotes are locked out.
Please sign in to leave a comment.