Technical Tuesdays
- Assign Engineer Screen V4
- Batch Invoicing
- Cloning A Job or Quote
- Creating Templates
- Customising the New Jobs screen
- Document Shortcuts
- Email Automation
- Email Address Book Clearing
- Email Template
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Emails - Filter addresses relevant to a job
- Head Office link for Customers & Suppliers
- Ignore Contact Option
- Linking Customers and Clients
- Linked Jobs & Quotes
- Manage Users - Add/Amend Users & Access
- Passwords - Change and Reset
- Remove duplicate customer or client records
- Removing an invoice number from a job
- Service Level Agreements & SLA reports
- Slow Response/ Not Responding
- Updating or closing multiple jobs at once
- VAT Calculations show 1 penny difference
- Main Menu - Technical Tuesday Topics
- Latest News Learn more about new features on Job Tracker
Jobs & Estimates
-
Cloning a job or quote
Clone either a Job or Quote - this is useful for repeat work or to create a template Job/Quote to copy which then only needs minimal amendedments.
Learn More -
Accessing Linked Jobs & Quote.
Once you have converted a Job to a Quote you can still quickly access the job from the quote screen and vice versa, access the quote from the job screen.
Learn More -
Removing an Invoice Number from a job
Everything you need to know to remove an invoice number that was inadvertently issued to a job.
Learn More -
Search Job Screen (Corporate Edition)
The Search Jobs screen on the corporate edition makes it easier for you to tailor the layout to suit your personal needs and preferences.
Learn More