7. Closed Jobs

Check out this walk through video for how to add service Form and closed the jobs. Select the respective Order Go to Order Sets tab and select the schedule Select the job that is required to be closed Click on Add, select Attach Service Form Date of the service form could be changed or shall remain […]

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6. Manual Schedule

Check out this walk through video for how to add Manual Schedule. Select the specific Order then go to Order Sets, Select Add to Insert Schedule at the Schedule tab In the Schedule, fill in the Planned date and time Tick as Fixed Appointment if required You can recheck the data inside the schedule Recheck data […]

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5. Confirm Proposal in Orders, Create Auto Schedule

Check out this walk through video for how to confirm Proposal in Orders and Create Auto Schedule The Order will create automatically for the Proposal that has been confirmed However when you select the confirmed Proposal you can Adjust the order details and deliverables. Then, can create schedule for the Order by automatically or manually. Click Add […]

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4. Confirmed Proposal

Check out this walk through video for how to Confirmed Proposal Select the Proposal At the Proposal Sets tab, select Option Insert the Option that would direct an arrow to the Right, then tick it Select Operations to Confirm Proposal Last but not least, click Save.

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3. Create Orders

Check out this walk through video for how to create new Orders Go to General, select Order, click on New Select Type Of Project Select Customer and Sales Person Specify the period and date begin and finish the task Go to the next page to enter the title to label the bill Select the billing method […]

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2. Create Proposal

Check out this walk through video for how to create Proposal Go to Sales tab, Click Proposal and New Enter in the Project Title and specify the required Customer Choose the sales person, duration, start and end date of the projects Adjust the proposal date accordingly Then go to Proposal Sets tab, select Sets Name the […]

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