This guide is being written. The topics below show what it will cover.
Planned topics
- Explain one client to many jobs, one job to many mounts or services, and one mount to separately tracked parts.
- Introduce Details, Mounts/Services, Files/Photos, Billing, Communications, and History using the current tab labels.
- Distinguish job number, Mount ID, external identifiers, organizational tags, and printed tags.
- Distinguish mount stages, payment status, and Active or Closed jobs; link readers to the correct task.
Guides in this section
- Create a job
- Find and filter jobs
- Update a job
- Change the client on a job
- Organize jobs with tags
- Add job notes and files
- Update several jobs at once
- Close or reopen a job
- Delete a job
- Check job history