Raising draft invoices
Still waiting for information to be added to your invoice?
Don’t worry, you can always raise an invoice as a draft and continue to edit it. Once you’ve filled […]
Automatically transfer job info into invoices
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We can help you to amend the settings to bring in job information like reference, work done, description, address etc. automatically into the invoice when […] |
A quick way to view today’s jobs
From the job dashboard, simply click on all open jobs and then select Jobs for today.
From this popup menu you can also quickly see your outstanding […]
Viewing archived jobs
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From the Jobs dashboard, click on all open jobs, then Archived jobs and you can immediately see all the jobs that have been completed and archived. Click on […] |
Customising the layout of your dashboard
You can easily customise the layout of your Jobs dashboard and focus only on the information that matters to you.
Click on the settings icon (the cog) next […]
Viewing the full list of options related to a job
A quick way to view a list of options related to a job is by clicking the 3-dots icon ( … ) next to […]
Did you know you can delete a job?
See how to delete a job from the jobs dashboard
Do you know you can add a connection without sending an invite?
Inviting a connection without sending a connection request