Adding Information to a Job
This article covers how to add the following to a job:
- Job Title and Instructions
- Line items
- Time Entries and Expenses
- Invoices and Invoice Reminders
- Internal Notes and Attachments
- Chemical Tracking
Job Title and Instructions
Below the client name heading on a job, there is a field for job title and instructions for this job. On each job, you can set a title. This is often used as a short description of a job.
The next field is for instructions. This is where you can enter directions for your team for this job. The instructions field will appear on every visit for this job, but the instructions can also be edited on a visit by visit basis.
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.
A custom line item will not be added to your Services and Products List, unless you click 'Add to Services and Products'.
To add another visit to the job, click the New Visit button.
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.
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.
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.
To create a new chemical record, click Record Treatment from the Chemical Tracking box on the job. Learn more about Chemical Tracking.
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