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Installation Company ERP / CRM

Knowledgebase

How To Change Your Main Job Card To Product Type or Product Interest

To Do This:

  1. Product Type is the main colour on this job card within the Schedule.
  2. Within your Main Menu, head to the Admin section, select Manage Schedule and Manage Settings.
  3. Scroll down and under the main job card toggle, you can select Product Type and Product Interest. Scroll down and select ‘Update’ once complete.
  4. If you head back to the Schedule and refresh, you will notice the main job card colour has changed as Product Interest has been selected.
  5. To change this back to Product Type, head back to the Schedule Settings and select Product Type in the toggle. Select ‘Update’ once complete.

Thank you for watching our how-to video on How To Change Your Main Job Card To Product Type or Product Interest, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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