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You can quickly view job comments and filter all jobs by date, crew leaders, clients, blocks, tasks, division, the job’s status, invoice status, and even late jobs synced after the pay period.

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bgColor#ABF5D1

Pro Tip - use the Column Filter.pngImage Modified icon to add or remove columns from view on this page

Key Features:

  • “FLAGS” Filter: Highlights LATE jobs and KIOSK ISSUES that need fixed in the Office App

  • Review Job Details: Click the Green Arrow.png to open the job and inspect the job details

  • Job Notes: Quickly review job notes by clicking on the comment icon

  • Change Job Status:

    • In progress: Jobs that have been started, but not completed on the Field app

    • New: Jobs that have been synced in the Field App, or created in the Office app will appear as New

    • Approved: Change status to Approved after the job has been reviewed in the Office App

    • Complete: Change status to Complete after the job has been processed through Payroll

  • Bulk Select Jobs, even across multiple pages, to change status, add to projects, or add to an invoice

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Icon Combo

What does it mean

no client access.png

This means this job has not been linked to an Invoice, and this icon no client access icon.pngmeans that the Client does not have Client Access.

Invoice Create but not Approved.png

This means an invoice has been created with this Job, but has not been approved by the a Client with Client Access, and has not been sent.

Invoice created, approved not sent.png

This means an invoice has been created for this Job, and the Client with Client Access has approved this invoice.

Invoice created, approved, sent.png

This combo means the Invoice that has been created with this Job has been, Created, Client Approved, and Sent to Xero

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Pro Tip: You create Invoices from this page, by filtering the Jobs to the Client, Locations, and/or Tasks you would like to invoice for, selecting all jobs that apply, and selecting “ADD TO INVOICE.”

Related Topics:

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