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Create a Job from Quotations

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‘Build’ jobs from multiple quotations, with differing service levels.

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Modules & Topics

Jobs, Options to Create & Book Jobs from Quotes
  • Turning a Quotation into a Job
  • Create a Job from Quotations
  • Editing Existing Jobs, Some Hints, Tips & Shorcuts...
Jobs, What to do When the Job is Done
  • Once Completed, Mark the Job as Done – Ready for Invoicing
  • Invoice a Job
Invoices, Create, Print, Email & Other Options…
  • Create an Invoice
  • Printing Options…
  • Email Options…
  • Record Payment of an Invoice
  • Outstanding Invoice Report
Return to Professional+: Jobs & Invoicing
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