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Help / A useful way forward

Move information between tools

See which connections exist, what moves, and what still needs review.

Connections available in this build

File connections and their boundaries
ConnectionWhat to review
Quote & Scope → InvoicesSelected quote details become an invoice draft to review. Check dates, reference, amounts, payment details, and issue status.
Quote & Scope → DeliverySelected scope descriptions become a job draft. Prices, private notes, and customer acceptance do not transfer.
Checklist → Delivery / Renewals / RoutinesFresh job steps, preparation steps, or a draft procedure. Earlier ticks, people, and dates do not establish new completion.
Follow-ups / Conversation / contact CSV → OpportunitiesSelected information goes through the destination’s review and matching steps. Inspect duplicates and customer links before accepting.
Opportunities → Quote / DeliveryA selected quote or delivery draft is downloaded. Delivery preparation requires the opportunity’s agreement step; review the destination draft.
Purchasing → SpendingReviewed bill costs become spending drafts. Payments are not assumed, and a prepayment should not be counted as a second cost.
Purchasing → DeliveryReview selected supply requirements against an existing delivery book and job. Readiness is only confirmed through the review.
Purchasing → Records / RenewalsSelected record references or new obligations. Document files do not transfer; obligation dates remain to be confirmed.
Purchasing → Checklist / RoutinesA fresh checklist or draft receiving procedure. Original completion is not carried over.
Supported business files → Owner OverviewReviewed source copies used for findings and your action plan. Updating overview actions does not update the originals.

Opening and transferring are different

Open saved work reopens a file in its own tool. To bring selected information into a different tool, use that destination’s import control or the source tool’s specific transfer flow. The central opener does not guess a conversion or silently merge records.

Stock and supplies

Review goods from a Purchasing file with an explicit stock-unit conversion. Check existing receipts, counts, usage, and job reservations first. Expected supply stays separate from available stock. CSV count imports create draft counts for review. Selected reservations can update an existing Job & Delivery requirement; selected replenishment recommendations create purchasing requirements to review. Handling instructions become fresh checklist steps or a draft routine. Save the resulting files and reopen them in the receiving tool.

Continuity and owner backup

Business Continuity can review selected responsibilities and contacts from Handover and selected locations from Business Records. Imported arrangements need checking for the continuity plan. Selected actions export as a fresh Checklist Builder file with every step unchecked. Its editable plan can also be reviewed as an Owner Overview source.

Owner Overview source types

For each source, review what business or work it covers and its entered date, imported date, and checked date. These dates mean different things. Refresh a changed source deliberately and inspect possible duplicates or overlapping records before treating totals as complete.

Keep both ends of the work

  1. Download the source tool’s editable file with your current changes.
  2. Use the supported import or transfer control and review its preview, matches, omissions, and warnings.
  3. Inspect the destination draft. Confirm dates, people, amounts, scope, and statuses from the actual evidence.
  4. Download the updated destination book. Your original files and another tab’s work are not automatically updated.
Open Owner Overview Reopen a file in its own tool

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.