The JOB CARD is created once you have found out you have won the Job! Fo
 
New Customers
> Use the CREATE JOB button on the QUOTE sent out

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.


Repeat Customers
> Open the JOBS menu and hit the ADD NEW button to create a 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