Now that we have an understanding of our settings, as well as our service templates; it’s time to show you how to create a job and invoice from the desktop.
Frequently Asked Questions:
Where can I set the price for my customer?
The price in your service template is intended to be a general cost. Once you’ve created a job for your customer, you can edit their invoice and set their price. If the invoice is attached to a recurring job, that price will continue to repeat with each job.
What is the difference between a Top Note and Job Note?
Both the ‘Top Note’ and ‘Job Note’ are NOT visible to the client.
A ‘Top Note’ is a note that will appear on the top of all of that customer’s jobs. This is typically a gate code or any specific details pertaining to that customer.
A ‘Job Note’ is a note that will only appear on that specific job. For example, any findings or photos that pertain to that job only.