All of the Customer Details, all Quotes, all uploaded Plans & Documents and all Notes written will be automatically carried over to the new Job Card.
> Select the customer from the drop down list in the Customer Details box.
A new JOB NUMBER will be created for use in all communications, ordering of materials , time sheets, and general administration etc
The Job Card is used to view all of the following:
> Customer information
> Quotes and Invoices
> Progress Claims
> Site Work Summary
> Timesheets uploaded
> Materials data uploaded
> Contacts
> Notes
> Plans & Docs
> Photos
The Job Card is where all PROGRESS CLAIM invoices are created.
> Set up your Progress Claims in the PROGRESS CLAIMS tab
> Add all Variations in the PROGRESS CLAIMS
> Create PROGRESS CLAIM invoices from the same PROGRESS CLAIMS tab
Note the $ signs are what you hit to create the next Progress Claim