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:
- Bring up the menu by tapping on the 3 bars found at the top left-hand side of the screen.
- Tap Task, then Tasks & jobs
- Find the job number and tap it to open
- Enter or add any notes, then scroll down to change the status, for example: Job done
- When ready, tap on the green tick save button at the top of the screen
How to invoice a task or job:
- Go to the Tasks menu, then Tasks & jobs
- Search for the job and click it to open
- Click "Create order" at the top toolbar
- Fill in the necessary details or add the product lines to invoice. For example: Labour charges, and/or parts
- Click "Ship out & invoice"
- Click "Commit delivery" to finalise the order and creates the associated invoice