NavBar - Orders

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My Orders

Order #

Filters/Search

Status Update

Delete Order

Quick access in orders

1. Enter Data

Engineering Analysis

Site Photos

Job Documents

Order Estimate

Units

Here is where we add equipment we want to track from a hoeowner. Even if you didnt install the system you still add it in. The date must be put in to closest year month day does not matter on equipment you did not install.

In the order

  • 1. Enter Data
  • Units
  • + Add Unit
  • Fill in all information
  • Add Unit

Once this item is entered you can now add pictures to the unit (picture of the system, extra items filters)

 

Challenges

Everytime you add a new peice of equipment you must select a date to add the item.

The Call/Job /Order must be open to add equimpement.

Items Used

2. View Outputs

Client Agreement

Commission

Job Costing

Supplier Orders

Install Task Sheet

Order Estimate

3. Submit

View Call