How To Change the Invoice Raised Date
To do this: Within your Contract, head to the Invoices tab and click the edit button on the invoice you’d like to edit. Click on the calendar besides the Raise Date box and select the new date you’d like to raise the invoice. This can be backdated or set to the future. Press Save Details […]
How To Change the Contract Status e.g. Supply and Fit to Supply Only
To do this: On the Contract Details page, scroll down and select the Supply and Fit button so it changes to Supply Only. Press Update. Change the Contract Type if necessary. Remember if you change this to Trade, it will automatically remove the ‘Fit Days Required’ toggle. Remember to toggle the ‘Show on Fit Board’ […]
How To Export a List of Purchase Orders to Excel or PDF
To do this: In your Main Menu, head to the Orders tab and select Purchase Orders. Filter any of the tabs by clicking on the three blue dots and entering a key word. You can do this on any of the tabs depending on what information you’d like to see. You can also select and […]
How To Mark a Job Cost as a Credit
To do this: Head to the Job Cost tab under Finance. select the pencil edit button on the Job Cost you’d like to credit and select Yes on the Credit toggle and Update Cost when you’ve finished. If you’d like to apply a credit to a new Job Cost, add the Job Cost as normal. […]
How To Refrain a Job Cost Being Exported to Sage
To do this: Head to the Job Cost tab under Finance and add a Job Cost as normal. Enter the relevant details. If you’d like to refrain the Job Cost being exported to your accounts package. Select No on the Export toggle and select Create. If you have any existing Job Costs you’d like to […]
How To Edit an Email Template within Status Progression
To do this: In the Lead or Contract, progress to the next step in the status as required. Enter a note or task if needed. Enter a Sold Value in the top box if you are progressing to Mark as Sold in a Lead- This is important as this value will pull through into your […]
How To Mark a Job Cost as a Credit
To do this: Head to the Job Cost tab under Finance. select the pencil edit button on the Job Cost you’d like to credit and select Yes on the Credit toggle and Update Cost when you’ve finished. If you’d like to apply a credit to a new Job Cost, add the Job Cost as normal. […]
How To Understand Our Schedule Board
To do this: Head to the Main Menu and select ‘Schedule’, ‘Full View’. The Jobs to Schedule bar at the top of the page will tell you how many jobs you have waiting to be scheduled. The Calendar icon on the right-hand side allows you to select the week you’d like to view. ‘Map View’ […]
How To Confirm An Installation
To do this: 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. Any unconfirmed jobs are slightly opaque in colour and have a curved corner. You can also confirm a job on the schedule within a contract. Simply […]
How To Manually Schedule a Job
To do this: Double-Click on the available date and an ‘Add Manual Job’ screen will appear on the page. Select the Contract you’d like to add and the amount of fit days required. The date and team you selected will populate through. You can change these if preferred but if not, select the ‘Schedule’ button […]
How To Move a Fit Day Booked and Lock in a Job in the Schedule
To do this: To move a job already scheduled, simply click on the day you’d like to move and drag and drop this into the new available date. Select Yes if you’d like to confirm if your happy with the move. If not, select Cancel and this will keep the job card in it’s original […]
How To A Schedule Job
To do this: Head to the Main Menu, select ‘Schedule’ and ‘Full View’. At the top of your schedule board, you’ll see a ‘Parking Bay’. This will contain all the jobs you need to schedule. You can drag and drop the job into the available space into the schedule. You’ll need to have the amount […]
