Technical Tuesdays
- Maintenance Contract Manager
- Assign Engineer Screen V4
- Batch Invoicing
- Cloning A Job or Quote
- Creating Templates
- Customising the New Jobs screen
- Document Shortcuts
- Email Automation
- Email Address Book Clearing
- Email Template
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Emails - Filter addresses relevant to a job
- Head Office link for Customers & Suppliers
- Ignore Contact Option
- Linking Customers and Clients
- Linked Jobs & Quotes
- Manage Users - Add/Amend Users & Access
- Passwords - Change and Reset
- Remove duplicate customer or client records
- Removing an invoice number from a job
- Service Level Agreements & SLA reports
- Slow Response/ Not Responding
- Updating or closing multiple jobs at once
- VAT Calculations show 1 penny difference
- Main Menu - Technical Tuesday Topics
- Latest News Learn more about new features on Job Tracker
Documents - Creation & Management
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Batch Invoicing
Batch invoices save time and paper. Specify the client & create just one invoice detailing different jobs and their associated costs.
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Creating Document Shortcuts
Create personalised shortcut buttons to one click document generation of frequently used documents such as invoices and credit notes.
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Creating Templates
Details on how to create template documents such as invoices, credit notes, job sheets etc and assign field codes to enable auto poulation of relevant data.
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Do you have an Acer machine?
There's a known issue with MS Word on Acer machines pre installed with Acer Cloud. The 'save as' prompt appears and file path links are broken.
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