Work
Jobs
Create jobs and manage their visits, line items, and billing.
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Add Work: Customer, Job, Price and Visit in One Pass (Jobs)
Add work is the guided way to book new work. In one page you pick (or add) the customer and the property, say what the work is, price it, and put the visit…
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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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