Creating Jobs, Estimates, Work Order, and Invoices

Create a new Job in one of the following ways:

Click the left side menu “New Job” in the My Home, Jobs, or Scheduling tab.
Click the left side menu “New Job” on the Customer page (click on the Customer ID or Customer Name in the Customer List to open the Customer page).
Double click an open time slot in the calendar Day View (from the Month view click on a date to open the Day view).

Edit a Job in one of the following ways:

Click on the Job ID or Job Name in the Job List.
Double click on the Job Appointment in the calendar.
Open a Customer record and click Job List in the left side menu then click on a Job to edit.

Estimates, Work Orders, and Invoices are all created from a Job.

On the Job page set the “Job Status” as Estimate, Work Order, Invoiced or other Job Status options to track Job progress.
Create custom Job Status’s in the Admin tab.
Sort the Job List in the Jobs tab by Status.

Creating an Estimate (Quote)

Create a new Job and set the Job Status to “Estimate”.
Enter the Job information and select the quantity for each Item needed.
At the top or bottom of the Job page click “Create Estimate” to open Estimate page.
Confirm the Estimate details and click “Save”.
Click “Estimate PDF” to generate the Estimate PDF.

Creating a Work Order

Create a Job with a “Job Status” of “Work Order” (or update an existing Job Status of an Estimate to Work Order).
On the Job page click “Print Work Order” to generate a Work Order PDF.

Creating an Invoice

Create a new Job or edit an existing Job and set the “Job Status” to “Invoiced”
Update the Job information and select the quantity for each Item needed.
At the top or bottom of the Job page click “Create Invoice” to open the Invoice page.
Confirm the Invoice details and click “Save”.
Click “Print Invoice” to generate the Invoice PDF.

Maintenance Contracts / Service Contracts

Create a custom “Job Status” in the Admin tab such as “Contract”, “Maintenance Contract”, “Service Contract”, etc…
Create a new Job and assign the Job Status. The Job List can be sorted by Job Status for easy tracking.
Select the “Recurring” appointment option for the Job and set the frequency to match the Contract.
If the Contract does not have a set frequency you can still create a Recurring appointment as a reminder for future service. Recurring appointment occurrences may be modified at any time when the service appointment is determined with your Customer.
You can attach a signed Contract to the Job for easy access at any time. Job attachments can be added at the bottom of the Job page by clicking “Add Note and/or Attachment”.

Reports

All lists have Reporting including the Customer List, Job List, Transaction List, etc…
The Report buttons are located at the bottom right of each list. (the buttons will not appear if the list is empty)
There are four Report formats: CSV, Excel, PDF, and HTML.
Click on one of the Report format icons to open the data field export options.
Select each data fields to include in the Report then click “Export”.