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Introduction This article shows you how to edit a sales invoice from a Job Card page. There are five types of edits you can make to a sales invoice: add new standard services add a custom service offer a discount remove the Callout Fee change the unit price of a service. 1 Opening the Job […]
Introduction This article shows you how to sync invoices with Xero, an online accounting app designed for small businesses. Before synchronizing, you first need to open an account with that service provider and then integrate Skeduler with a Xero account. That integration work is described in another article. For more information, see: Integrate Xero Accounting […]
Introduction This article shows you how to change an estimate or quote into a sales invoice on the Job Card page. You can also change an estimate or quote into a sales invoice with the technician app. That task is described in a different article. For more information, see: Convert Quotes into Sales Invoices with […]
Introduction This article shows you how to email an estimate or quote to a client from the Job Card page. Before emailing an estimate to a client, you first need to create an estimate document. That work is described in another article. For more information, see: Creating An Estimate Or Quote Technician View To learn […]
Introduction A Task lets you assign staff time to non-billable activities during work hours (e.g. dropping off a vehicle for regular maintenance). This is different from a Time Block, which marks time on the Scheduler board and tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.) […]
Introduction A Time Block tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.). This is different from a Task, which marks time on the Scheduler board and tells you when a staff person is doing non-billable work (e.g. dropping off a vehicle for regular maintenance). Located […]
Introduction This article shows you how to create an estimate or quote from the Job Card page. 1 Opening the Jobs page The first step is to find a specific job card. Scroll up to the top of the page and locate the main menu bar. Click Accounts. A drop-down menu displays. Click Jobs. The […]
Introduction This article shows you how to edit information on a Job Card. There are four groups of information that can be edited: client information billing information job details assigned technician. 1 Locating a job card You can find and open a Job Card from the Accounts menu tab. Scroll up to the top of […]
Introduction Adding a site visit allows you to insert workflow information into a job card, like: date and time duration name of technician. There are two ways to update Job Card information. This article shows you how to add site visits via the Scheduler board. The other way is accessing the Job Card page. For […]
Introduction Adding a site visit allows you to insert workflow information into a Job Card, like: date and time duration name of technician. There are two ways to update Job Card information. This article shows you how to add site visits by accessing the Job Card page. The other way is to open a Job […]