Articles
Adding Schedules
A schedule is defined as a plan for a unit of work. Without a plan, it can be difficult to manage jobs and slot in new jobs request as it comes. Therefore a schedule or work plan is important to keep track of resources and time allocated for it for each business or customer orders.
Read Article ›Creating Service Form
Similar to an Invoice, a Service Form can be an independent document or as part of a Sales Order compilation. A Service Form can be created via an Order Set or from Service Form page in the Master View.
Read Article ›Using E-Filing
E-Filing in ProLine is an optional module and will be available only it is activated. This article explains how you know E-Filing is activated and how to use it.
Read Article ›Creating Service Form from Order Set
In order to complete the schedule you must create a Service Form. There are 2 ways to create a Service Form – Standalone or From Order Set. To Create Service Form from Order Set: Click the Schedule on the top menu and select Attach Service Form. The system will check for any available Service Form [...]
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