Jobs

Adding Information to a Job

This article covers how to add the following to a job:

  • Line items
  • Visits
  • Time Entries and Expenses
  • Invoices and Invoice Reminders
  • Internal Notes and Attachments
  • Chemical Tracking

 

Line Items

To add a line item to a job, click the 'Add Line Item' button on the right. You can select items you from your services and products list, or create a custom line item.

Screen_Shot_2017-08-06_at_4.05.39_PM.png

A custom line item will not be added to your Services and Products List, unless you click 'Add to Services and Products'. 

Screen_Shot_2017-08-06_at_4.05.23_PM.png

Visits

To add another visit to the job, click the New Visit button.

Screen_Shot_2017-08-06_at_4.06.44_PM.png

Time Entries and Expenses

To add a timesheet entry or an expense entry to a job, click the 'New' button on the 'Team Costs' box. 

Screen_Shot_2017-10-09_at_10.27.51_PM.png

Invoices and Invoice Reminders

To create a new invoice or invoice reminder, click 'New' from the Billing box on the job. You can also make an invoice by clicking Actions > Generate Invoice on the job. 

Screen_Shot_2017-08-06_at_4.08.14_PM.png

Notes & Attachments

To add a note to a job, enter the note into the internal notes section and click 'Save'. You can add an attachment by clicking 'Upload File'. 

To delete a note click on it, then click the delete button in the bottom left. To delete an attachment on a note, click on the note and click the garbage can icon to the right of it. 

Screen_Shot_2017-08-06_at_4.10.27_PM.png

Chemical Tracking

To create a new chemical record, click Record Treatment from the Chemical Tracking box on the job.  Learn more about Chemical Tracking.

Screen_Shot_2017-08-06_at_4.11.12_PM.png

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