Contents. Chapter 1 Time Sheets 02. Chapter 2 Your Schedule. Chapter 3 Jobs. Chapter 4 Starting a Timer. Chapter 5 Notes & Attachments

Transcription

1

2 Contents Chapter 1 Time Sheets 02 Chapter 2 Your Schedule Chapter 3 Jobs Chapter 4 Starting a Timer Chapter 5 Notes & Attachments Chapter 6 Mark a Visit Complete Chapter 7 Invoicing Chapter 8 Quick Create Menu Chapter 9 Add an Expense

3 02 Time Sheets Jan 27 MON 23 TUE 24 WED 25 THU 26 FRI 27 SAT 27 SUN 27 Time tracked for today 0 hr 0 min No time entries for Jan 27 You can t clock in for other days than today Clock In Timesheets Start your day by selecting the Time Sheet tab and clock into your shift.

4 03 Your Schedule Jan 27 MON 23 TUE 24 WED 25 THU 26 FRI 27 SAT 27 SUN 27 My Schedule Switch 8:30 AM - 9:30 AM On-Site Estimate Tasks 11:30 AM - 12:30 PM Jobs 1:00 PM - 3:00 PM Inspection Jasmine Williams th Ave NW Schedule Next, let s check your schedule. Select the Schedule menu. You ll see your jobs for the day as well as your tasks.

5 04 Jobs Visit 11:30 AM - 12:00 PM Shoreline, WA Get Directions On My Way Text Mark Complete Start Timer Info Job Client Notes (0) Details Line Items QTY Labor Hourly charge 12 Selecting a Job brings you to a Visit Page. Before a job starts you can get directions, or send an On My Way Text Message to the client.

6 05 Starting a Timer Visit 11:30 AM - 12:00 PM Shoreline, WA Mark Complete Start Timer Start TImer Job Tab Job Client Notes (0) Additional Info Estimated duration 1 hr Property Company Warranty Yes Lead Source Any Pets? Yes Entry notes 1234 Before you start a job, Start the Timer. Stop it when you re finished. Select the Job Tab for any information about the client or service.

7 06 Notes & Attachments Visit 11:30 AM - 12:00 PM Shoreline, WA Mark Complete Start Timer Info Job Client Notes (1) Notes Missing floor piece upon arrival If you notice something during your visit that s worth documenting, use the Notes tab. You can add a photo and description.

8 07 Mark a Visit Complete Visit Mark Complete 11:30 AM - 12:00 PM Shoreline, WA Mark Complete Visit 11:30 AM - 12:00 PM Start Shoreline, Timer WA Visit Completed Mark Complete Start Timer Info Job Client Notes (0) Create Invoice Now Details Standard diagnostic - No additional parts needed Info Invoice Job Later Client Notes (0) Details Create Invoice Line Items Standard diagnostic - No additional parts needed QTY Labor Hourly charge Line Items 12 Labor Schedule Timesheet Hourly Clients charge QTY 12 When you re done the job, Mark it Complete. If you have invoicing permissions, you can invoice the client right on the spot.

9 08 Invoicing Invoice #231 Invoice Created Jan 27, 2018 Issued Terms Not issued Net 3 Collect Payment Collect Payment Actions Line Items Details Notes (1) Invoice Collect Signature Jan 27, 2018 Standard diagnostic - No additional parts needed QTY 1 UNIT COST $ TOTAL $ Subtotal: $ Tax (5%): $10.00 Total: $ If you choose to create an invoice on the spot, you can edit details, a copy to the client, get a signature, and accept a payment.

10 09 Quick Create Menu Visit 11:30 AM - 12:00 PM Shoreline, WA Mark Complete Start Timer Info Job Client Notes (0) Details Client Quote New Client New Quote Line Items Task QTY New Task Labor Hourly charge Expense 12 New Expense The quick create menu allows you to create a new client, quote, task, and if you have access, a New Expense.

11 10 Add an Expense Cancel New Expense Save Jan 27, 2018 New Expense $0.00 Details Name Description Jan 27, 2018 Total: $0.00 Reimburse Reimbursable Job Tap the add button to select a recent visit and attach this expense to it s job Apply to Job Attach Receipt Receipt Attach Receipt Adding an expense is easy! Apply it to a job, specify if you need reimbursment, and attach a photo of the receipt.

12 Have more questions? No worries. Feel free to reach out to our Success Team! Mon - Fri: 9:30AM - 7:00PM (Eastern) Phone: support@getjobber.com getjobber.com