Job Card Lookup |
Top Previous Next |
Lookup will show you a list of already added job cards. See image below.
Double click or right-click the Job No. to edit the job card.
Go to Workshop > Lookup
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Invoicing more than one job card simultaneously
1) Select the job cards you want to invoice simultaneously. See image above.
2) Select the Invoice Button.
3) All the job cards will be converted to invoices.
Menu Item |
Description |
Refresh |
Fetch the newest data. Example, after adding a new job card you will have to refresh the data to see the new job card in the lookup form. |
New Job Card |
To add a new job card. |
Active |
All jobs that you are working on. On invoicing the job card will be marked as completed. |
On Hold |
Jobs where you are waiting for parts or confirmation to carry on. To make a job card not active, deselect the Active box. This job is now not active and not completed. Usage, e.g. you are waiting for parts. Thus you can check every day all the jobs that you can't start because you are waiting for parts or to get an order from the customer etc. |
Cancelled |
All cancelled jobs. |
Completed |
Show all completed jobs |
Ready for collection |
Completed jobs that are ready for collection by the customer. |
Show All |
Show all the job cards. |
Print the lookup form. |
Column |
Description |
Example of some of the reports you can get from the lookup form:
Jobs per date per employee
(e.g.: You can see the number of jobs the specific employee did as well as his income for the specific period.
Use the edit filter to get the data. (See example below)
Jobs per employee per job type.
E.g. You can see the number of comebacks, Inside repairs etc. per employee per date range.
