Job Management
There are two methods used by the Job Management system to recognise which jobs should be in the Job Management screen.
Your particular method is set up i...
Thu, 14 Jun, 2018 at 1:29 PM
A) Planning a Jobs Progress The first thing is to identify all the various stages you would like a job to be processed through. Like for instance:
...
Tue, 5 Dec, 2017 at 11:31 AM
You can allocate staff to a specific job/invoice. To Set up job allocation staff: Go to Cash Book, Setup Select 'Security' Select a us...
Thu, 14 Jun, 2018 at 1:37 PM
SoEasy allows you to assign a quote to Job Management fields so that when the quote is confirmed by the customer, and converted into an Invoice, the Job Man...
Tue, 19 Jun, 2018 at 10:29 AM
Job cards will include phone numbers from two sources: This is the Platform > Database entry 1. The phone numbers loaded into the database w...
Fri, 12 Jun, 2020 at 6:15 AM
SoEasy is designed to use an open invoice as a job management record. This way no job is every left unnoticed. There are many methods to view open invoi...
Sun, 28 Jun, 2020 at 5:11 PM