Job Details
Once you've added a job, you can see the 'Job Details' page. This includes all the information on each service job, including notes, costs, time in+out, payment status and more
The typical flow for a service jobs is:
- Add Job
- Assign Tech
- Set job as 'In Progress' (click the 'IP' status image on the top-right-hand-corner)
- Add notes as job progresses
- Add costs once job is complete
- Set job as 'Ready For Collection' (click the 'RFC' status image)
- Notify the customer, by phone or SMS (click the 'SMS' link to send)
- Once the customer collects, click 'Proceed to Checkout', select the payment type, and checkout with or without a receipt.
If you use a seperate accounting package, you can also add another invoice number with the 'Invoice #' text box under Booking Details.