Workflows
Adding an Expense
Adding an Income
Adding a Quote
Adding an Invoice

Page-Specific Help
Home
Software Requirements
Job Management
Expenses
Appointments
Booking Confirmations
Subscription (repeating) Jobs
Communications Log
Document Management
Search
Call Log
Invoicing
Email Footer
System Setup Rules
User Management
Password Reset
Teams
Customer Management
Supplier Management
Quotations
Status
Recording Income
Job Management
Contacts
Dashboard
Products
Admin
Monthly Income
Monthly Expenses
Yearly Invoice Overview
Debtor Management
Profit and Loss
Yearly Expense Overview
Job Status Page
Appointments List Page
Payments Page
Invoices Page
Expenses Page
Expense Categories
Tax Year Setup
Income List
Expense List
Archiving Expense
Invoices for Period
Job Statuses
Job Contact
Purchase Orders
Expense refund
Archiving Income
Email monthly data to accountant
Reminder SMS
Case Study 1
Case Study 2
Case Study 3

Job Management

The jobs page shows all jobs for the selected account and allows you to manage the jobs or create a new job by clicking "add new job" on the pink jobs menu on the left.

Adding a job

To add a job for an existing customer, search for the client using the search tool (See search help page)

and click "add new job" on the pink jobs menu on the left.

Adding a job for a new customer

To add a job for a new customer, (see add new customer help page). When you add a new customer, a new job is automatically created.