Summary
🆕 Job finalisation without invoicing (Separate job sheet)
🛠️ Added pool details to the list tabs on the Edit pool page
🛠️ Added contact details to the list tabs on the Edit contact page
🆕 Job finalisation without invoicing (Separate job sheet)
The job sheet can be sent separately once the job is completed without generating the invoice. This is especially useful if your invoicing is done in the office or you have a dedicated personnel/team who is in charge of the invoicing rather than being done in the field.
Once the job is completed, you can then proceed to send the job sheet.
1. Click on the Actions button at the top-right corner of the page and select the option Preview & send job sheet.
2. By default, the date of visit will show the original date for when the job was scheduled. You can change the date of the visit by selecting another date from the calendar picker. You can also add a CC email by typing the email address on the field and pressing enter.
3. Configure the job sheet by toggling the 'Configure' option. Check the settings you wish to apply to the job sheet. Click on the 'Preview' button to preview the email or job sheet PDF.
Once you send the job sheet, the job will have the job sheet sent indicator in the calendar view and the job colour will change to the new color.
🛠️ Added Pool Details to the List Tabs on the Edit Pool Page
Easily access pool information while viewing the associated Jobs, Quotes, Invoices and Water tests.
🛠️ Added Contact Details to the List Tabs on the Edit Contact Page
Easily access contact information while viewing the associated Jobs, Quotes, and Invoices.