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Status Under consideration
Categories Service
Created by Jeff Oakes
Created on Nov 6, 2026

RELATED IDEAS

Escalate a service call to an opportunity

Turn a service call into an opportunity, carrying over the client, the items, the notes and the call history, so a repair that becomes a sale does not have to be re-entered.

Today there is no way to convert a service call into an opportunity or project. Vote and comment if your technicians find new work on service calls.

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