Today’s schedule
Oct 8 • Free until 4 PMNo active jobs right now
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18 Events
Oct 8
Shop outgoing
Rental Agreement
Owner-managed
CCA
Owner-managed
Incoming
Nothing received.
No permanent seats yet.
Add permanent seat
No contacts yet.
Add contact
Edit contact
Nest
No attached people.
This door is not installed.
No jobs yet.
No jobs this week.
Add job
OPEN
No open lost/damage lines.
Dates
Templates
No templates yet.
No lines.
Add priced line
Delete template
This door is not installed.
New template
Which job?
No jobs yet.
This door is not installed.
Packing
Checkout binds In units to this job. Take when every row is n/n. Check-in brings Out units home. Stop when every row is 0. The camera follows the selected stamp.
No packing items.
Release leftover binds on this job?
Take
Out
In
Scan file marks
Join this packing room first
Checking invoice progress…
Ready to scan.
No owner-op jobs yet.
Additional Charge
Save the fields above, then Save Additional Charge to freeze it. Edit reopens it. Issue selects saved charges.
Additional Invoices
Invoice Send
Email contains typed text and a customer-page link only. The invoice PDF and selected files are downloads on that page. Only the primary bill-to page has a pay link.
Open pay linkCombine Invoice
OWNER-OP INVOICE
JOB
DATE
CONTACT
CONTACT INFO
Gear
Paid invoice
Optional copy address, not a second bill-to. The paid PDF goes to the primary bill-to email.
Mark paid for Zelle, Venmo, or another payment already received.
Timecard
Issued
Job papers
Change bill-to
Dates
Terms
Draft
| Item | Daily rate | Qty | Days | Amount |
|---|
Quote not set
| Item | Daily rate | Qty | Days | Amount |
|---|
Review quote send
History
Empty
| Item | Daily rate | Qty | Days | Amount |
|---|
Inventory
Packing
Checkout binds In units to this job. Take when every row is n/n. Check-in brings Out units home. Stop when every row is 0. The camera follows the selected stamp.
No packing items.
Release leftover binds on this job?
Take
Out
In
Scan file marks
Join this packing room first
Checking invoice progress…
Ready to scan.
OPEN
No open lost/damage lines.
No freelance jobs yet.
Add freelance job
Bill to
Dates
Term
Timecard
Duplicate this Timecard?
No issued Timecards yet.
No timecard days yet.
Issue this Timecard?
Edit day
Invoice history
ISSUED
Freelance Invoice
LABOR
Date
Total amount
Invoice
No invoice issued.
ISSUED
FREELANCE INVOICE
LABOR
Paid invoice
Optional copy address, not a second bill-to. Send paid invoice queues it; no mail leaves from this page.
Invoice Send
The invoice PDF and picked files are the letter. A pay link, if added, is a separate mail to the bill-to.
Attach from file room
The invoice PDF always goes. Picked files ride with it.
Draft
Not issued
Quote days
Weekend as 1 day?
Save an eligible quote-days plan before Issue.
No lines yet.
Add line
Add from Inventory
No matching catalog items.
Adjust line
Delete line
Remove this line from the draft quote?
Duplicate quote
The issued number stays as history. This makes a new draft on the same job. Soft holds move to the new draft. Reserved and Out stay.
Quote history
No quotes yet.
No lines.
Apply template
Lines are appended to this draft quote.
No templates yet.
Save as template
Save this draft’s priced lines as a template.
Issued quote
Checking delivery readiness…
Latest packet
ISSUED
No lines.
Take
Invoice history
No invoice history.
REVOKED
No lines.
Issued invoice
Checking delivery readiness…
Pay-send packet
No shelf items.
Cloud Library
Select adds one unit to your inventory. Existing manufacturer-folder rates are kept.
No library entries found.
Add other
Name, department, subcategory and manufacturer are shared in Cloud Library. Shop values stay in your inventory. Daily rate belongs to the first unit.
No manufacturer folders yet.
No units yet.
Add unit
Parts
Lost stays on this unit.
Copied.
This door is not installed.