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Installation Company ERP / CRM

Knowledgebase

How To Confirm An Installation

To do this:

  1. Double-Click a job card. At the bottom of the screen you’ll see a ‘Job Confirmed on Schedule’ toggle. Click this to say confirmed and press Update.
  2. Any unconfirmed jobs are slightly opaque in colour and have a curved corner.
  3. You can also confirm a job on the schedule within a contract. Simply double-click the job card and click on the contract number (highlighted in blue).
  4. At the bottom of the contract screen you’ll see a ‘Job Confirmed on Schedule’ toggle. Click this to say confirmed and press Update. To view this change in the schedule, simply refresh the page.

Thank you for watching our how-to video on How To Confirm An Installation, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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