How to show Job Details & Additional Job Information in Invoices
This tutorial will explain how to capture crucial and detailed job activities in the Invoices sent out to clients.. Your clients may want detailed job descriptions and notes, for example material used for the job, time spent on each activity and service notes.. Although, there are in-built fields to capture these, in real time there might be a need to capture random notes..
Let us see how this can be achieved..
Option -1: Service Description Notes
The Service Description field can be used to capture additional job information..
Like in above example which is a Maintenance Job, it outlines the parts to be serviced at the clients location..
The Admin has full control over what they enter here and these notes can be displayed on Invoices, as we will see later in this tutorial..
Option-2: Adding Products
The Product & Service area can be used to capture items utilized for the job.. These can be actual items or Billing hours for the job..
The products can be added to job when creating a new job, or by the field staff in real time, via their mobile devices..
3-Completion Notes
As seen above, Completion Notes are the 3 option to capture additional job information..
Both the Admin and Field worker can put in additional notes here, via the Admin Panel and Mobile side respectively..
Let us now see how an invoice for the above example will show:
Above is an Invoice preview with items added and notes captured both from the Admin side and the mobile side..
Configuring Invoices to Display the above information
Your Invoice settings need to be configured to display above fields in the Invoice..
From your main menu, choose:
Options -> General Settings -> Manage Invoice Configuration
To ensure, above notes are displayed in the Invoice, ensure above options are checked under your 'Invoice Configuration'
For any questions or suggestions, feel free to email us at support@connect2field.com
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