Jobs Process
By Stephen and 1 other2 authors23 articles
- How to create a New Job
- How to create a new estimate or job order, starting with a cart template?
- How to name your estimate or job order?
- Opportunity Intel (Job Intel)
- How to apply a discount to a line item or to the entire order?
- Modifiers - Discounts and Surcharges
- How to schedule appointments for a job?
- The On My Way Button
- Scheduling Jobs - Create Multiple Appointments
- How to apply taxes to an order?
- How to re-arrange cart items within an order?
- Complete Line Items - When is revenue recognized?
- How do I create an invoice?
- How do I change the billing information on the invoice?
- How to email or print an invoice?
- How do I hide pricing on my invoice?
- How do I close a job order?
- The Generate Invoice Button
- How to cancel an open job/order?
- How to assign a Customer Property to an order?
- How to duplicate an existing estimate/job into new estimate/job