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How to change the status of a task using mobile


Bookmarks: How to invoice a task or job:

How to change the status of a task when login using a smart phone:

  1. Bring up the menu by tapping on the 3 bars found at the top left-hand side of the screen.
  2. Tap Task, then Tasks & jobs
  3. Find the job number and tap it to open
  4. Enter or add any notes, then scroll down to change the status, for example: Job done
  5. When ready, tap on the green tick save button at the top of the screen

 

How to invoice a task or job:

  1. Go to the Tasks menu, then Tasks & jobs
  2. Search for the job and click it to open
  3. Click "Create order" at the top toolbar
  4. Fill in the necessary details or add the product lines to invoice. For example: Labour charges, and/or parts
  5. Click "Ship out & invoice"
  6. Click "Commit delivery" to finalise the order and creates the associated invoice

 


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