Work
Jobs
Create jobs and manage their visits, line items, and billing.
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Generate Visits and Copy Jobs Between Seasons (Jobs)
There are two ways new visits land on the calendar in bulk (rather than adding appointments one at a time): generating visits from program rounds, and…
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How to Create a Job (Jobs)
Creating a job sets up the work order you'll schedule, staff, and bill against. Every job is tied to a customer and one of that customer's job sites, and…
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Job Summary: Editing a Job and Managing Its Products & Services
The Job Summary page is the job's home base: edit its details, watch its appointments and money at a glance, attach the products/services you'll bill for…
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Jobs Overview: How Jobs Connect Customers, Seasons, Programs, Visits, and Invoices
A job is the live work order for one customer at one property. It's the hub that everything operational hangs off of: appointments (visits) are scheduled…
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