Technical Tuesdays
- Automated Emails
- Accessing Linked Jobs & Quotes
- Ignore Contact Option
- Linking Customers and Clients
- Cloning A Job or Quote
- Assign Engineer Screen V4
- Creating an Email Template
- Batch Invoicing
- Passwords - Change and Reset
- Manage Users - Add/Amend Users & Access
- Service Level Agreements & SLA reports
- Add Head Office, Customers, Suppliers etc.
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Creating Document Shortcuts
- Do you have an ACER machine?
- Remove duplicate customer or client records
- Emails - Filter addresses relevant to a job
- Removing an invoice number from a job
- Creating Templates
- VAT Calculations show 1 penny difference
- Clearing your Email Address Book
- Slow Response/ Not Responding
- Main Menu - Technical Tuesday Topics
- Latest Update See what's new to Job Tracker
Jobs & Estimates
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Cloning a job or quote
Clone either a Job or Quote - this is useful for repeat work or to create a template Job/Quote to copy which then only needs minimal amendedments.
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Accessing Linked Jobs & Quote.
Once you have converted a Job to a Quote you can still quickly access the job from the quote screen and vice versa, access the quote from the job screen.
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Removing an Invoice Number from a job
Everything you need to know to remove an invoice number that was inadvertently issued to a job.
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Search Job Screen (Corporate Edition)
The Search Jobs screen on the corporate edition makes it easier for you to tailor the layout to suit your personal needs and preferences.
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