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Switch Job to Different Personalities
Switch Job to Different Personalities

To change the personality of a job.

Gabrielle P avatar
Written by Gabrielle P
Updated over a week ago

You can switch a job to another personality under the hamburger menu, listed as “Change Job Personality.” You must be in the Estimate or Invoice window in order for the option to appear under the hamburger menu.

Once you click “Change Job Personality,” you will be prompted to choose the personality you would like to transfer the job to in the drop down menu.

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