- Client Help and Support Center
- Arborgold Updates
- 8.0 Release Documentation
-
Quick Start Tutorials Onboarding
-
Arborgold Updates
-
Industry Use Cases
-
Webinars
-
Integrations
-
Settings
-
Items: Resource Set Up
-
Customer Relationship Management (CRM) & Message Center
-
Jobs Management & Mobile Estimator
-
Scheduling & Mobile Crew
-
Accounts Receivables
-
Payroll Tracking and Job Costing
-
Supply Chain Management & Accounts Payable
-
Communication and Renewals
-
Reports and Analytics
New Job Batch Actions
New Job Batch Actions Levi GarnerThe new Job Batch Actions include:
Ability to move jobs in Generated Status to Proposal Status


Ability to "Reassign/Assign Salesperson" via Batch Update Salesperson assigned to the Job.


When deactivating an employee you will be prompted if you would like to reassign the jobs to another salesperson if the employee being deactivated was assigned as the salesperson on any job.

Upon clicking the Reassign & Deactivate you will be prompted with the following popup with the employee selected.
