Creating new customers in Jobable
Creating customers is the starting point for everything.
Raising and sending Quotations to Customers
Often a customer may wish to receive a quotation for works needed. We show you how to create a customer quotation and send to the customer.
Creating Jobs from Quotations
Once a customer accepts a quotation, you can use the costings from the quote to create a Job for the customer.
Engineer Remote Web App
Once Jobs are scheduled for a field engineer, they can access their Jobs for the day using the Jobable Remote Web App. We look at how this looks to an engineer and how they sign on and off their Jobs for the day.
Create and Send an Invoice to your Customer
Once a Job is completed you will most likely want to send the Customer an invoice from Jobable. We look at how to create an Invoice from a Job and then send it on to a Customer.