To import a job from WeSuite open the job queue and click the WeSuite button at the top. You will be presented with a list of quotes that are available for import. Highlight the job you need and click create. You will first be asked if the job is for an existing customer/site/system, or a new customer. If you select existing you will need to search for the existing customer, if you select new you will need to provide further information for the creation of the new customer. In both cases the new job will also be created. Both the new customer, and new job can then be found as normal in Sedona.
Example from a customer’s database of the WeSuite import queue. Change orders show in red and must be imported from within the job, not from this screen:
