Tracking Job Invoicing Process

After a Job is closed by an Engineer it appears in the Closed Jobs list.

To help administrators keep track of their Job Costing and Invoicing Processes there are a series of Flags that can be used.

To set flags for Jobs complete the following:

Step1 - HIghlight a range of jobs then click on the Set Flags button (see PIcture 1)

Step2 - Click on the tick box to the left of Invoiced once the costing is completed and the Invoicing has been undertaken.

Step3 - At any point an administrator can load the Closed Jobs and click on the To Be Invoiced button to show only those items that have not yet been invoiced.

Quickbooks, Xero, Sage and other 3rtd party interfaces will automatically set the Invoiced flag when creating the invoice and grabbing the invoice number

 

You can also unset the Invoiced Flag by setting the Invoiced tickbox to empty and by ticking the Replace Existing Value.

To assist the administrator in tracking processes the user also has the ability to set and unset colours for each row both fore colours and back colours (Picture 2)  

Picture 1 : Setting Invoice Flags and filtering on items not yet invoiced 

Picture 2 : Colouring and Uncolouring rows then sorting by colours to help Track Business Processes achieved by selecting records then triggering the right click mouse shortcut menu 

• Related Articles

• Xero Integration Configuration Process

  Follow this one time process to create a custom app that points Tracker Pro to your Xero Cloud Accounts allowing regular daily/weekly Tracker Pro and Xero Integration uploads and downloads. STEP 1 - Login to the Tracker Pro Admin Website ...

• Quickbooks Integration Configuration Process

  Follow this one time process to create a custom app that points Tracker Pro to your QuickBooks Cloud Accounts allowing regular daily/weekly Tracker Pro and Quickbooks Integration uploads and downloads. STEP 1 - Login to Quickbooks STEP 2 - Open ...

• Checking Job Costing and Creating Job Invoices

  To check and amend the job costing for any job complete the following Load the Job from the Jobs Module then click on the Costing Tab. All material rows entered by the engineer on the engineer web application will appear here. Step 1 Check and ensure ...

• Allocating more than one engineer to a Job,Quote, Call or Event in the Timeline

  If you wish to add two engineers to the one Job, there are a number of ways you can achieve this. 1. Select more than one engineer when scheduling the Job. To so that hold the control key down and select more than one engineer in teh engineer list ...

• Creating Device Types and Devices

  Device  Types and Devices are the items that you can define then use/re-use in the following areas Costing tab within Quote and Job Record Components tab in  the Installations Record Materials tab within the Mobile Engineer Web Application.