Technical Tuesdays
- Automated Emails
- Accessing Linked Jobs & Quotes
- Ignore Contact Option
- Linking Customers and Clients
- Cloning A Job or Quote
- Assign Engineer Screen V4
- Creating an Email Template
- Batch Invoicing
- Passwords - Change and Reset
- Manage Users - Add/Amend Users & Access
- Service Level Agreements & SLA reports
- Add Head Office, Customers, Suppliers etc.
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Creating Document Shortcuts
- Do you have an ACER machine?
- Remove duplicate customer or client records
- Emails - Filter addresses relevant to a job
- Removing an invoice number from a job
- Creating Templates
- VAT Calculations show 1 penny difference
- Clearing your Email Address Book
- Slow Response/ Not Responding
- Main Menu - Technical Tuesday Topics
- Latest Update See what's new to Job Tracker
Documents - Creation & Management
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Batch Invoicing
Batch invoices save time and paper. Specify the client & create just one invoice detailing different jobs and their associated costs.
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Creating Document Shortcuts
Create personalised shortcut buttons to one click document generation of frequently used documents such as invoices and credit notes.
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Creating Templates
Details on how to create template documents such as invoices, credit notes, job sheets etc and assign field codes to enable auto poulation of relevant data.
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Do you have an Acer machine?
There's a known issue with MS Word on Acer machines pre installed with Acer Cloud. The 'save as' prompt appears and file path links are broken.
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