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January 1, 2021
Production

Approve Jobs Quickly and Easily

Jobs
Sales Orders

Since a review of the order and item details sometimes happens when a sales order is entered into Fulcrum, we’re no longer requiring that same level of review when users go to turn that sales order into a job. You’ll now have the option to bypass the approval process and automatically schedule jobs after the sales order is confirmed, which should greatly speed up the approval flow and get your team back to business.