Articles for service business owners

 

An easier way to work with work items

19th July 2017

Announcing an easier way to work with items through quoting, job and invoicing.

Whether you’re quoting for work, managing a job or invoicing for completed work, work items allow to you keep track of the work details.

Today we’ve launched 3 big changes to make working with these work items easier:

  1. Invoice jobs and work items
  2. Manage the scope of work for a job
  3. Choose items when quotes are accepted

1. Invoice jobs and work items

We’ve made it easier to invoice based on the total of a job, with 3 new invoicing options:

We also show you what’s already been invoiced for that job, so you can invoice more accurately.

How much to invoice?

2. Manage the scope of work for a job

Job work details now allows you to add quoted items as job items, so that your job total and scope can be kept correct and up-to-date.

You can also view the items that have been quoted, but not yet accepted by your customers.

Finally, adding new work items to your job – or editing them – can now be done by clicking ‘Add or edit work items’.

Manage work scope for a job

3. Choose items when quotes are accepted

When a quote’s been accepted by your customer you’ll now have an option to choose which items have been accepted.

This allows you to choose which work items should be included in the job for that quote.

It’s a simple step that means your job work details and job pricing are the same as agreed with your customer.

Which items have been accepted?

 


About the author

Co-founder and CEO of YourTradeBase.com. Helping organise service businesses and their paperwork. https://www.yourtradebase.com


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