Customised Job Sheets
Produce customised job sheets/reports based on user selected input from: photos or notes or costs or scribbles or any combination of such data from NM.
Thanks for voting. We’ve commenced development on this now.
You will be able to create your own job sheets in Word using our default templates, and your job data will be merged, including photos, notes and scribbles.
We’ll keep you posted on progress.
I want to customize the tasks for our business. Invoicing is not important as we use QuickBooks....but t it would be nice to tie this app to QB.
Ideally, a lead would be able to convert into a contact, then job sheet, quotation, and finally invoice and payment record.
As part of this work, you will also be able to create customised Quotes, Orders and Invoices.
Brad Fitzgerald commented
Customised job sheets would be handy as would customised invoices to be able to include a description of what was actually completed in the service