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Job Sheets Overview [Video]
Efficient task management is crucial in the trade industry. Job sheets play a vital role, offering a detailed view of tasks, projects, and resources.
You can create new jobs, edit details, link them to invoices and more in the job module. This Clik Service video tutorial will give you an overview of the jobs module and how you can use it.
How to Use the Jobs Module in Clik Service
Learn how to create jobs, link them to an invoice, and manage multiple jobs on one invoice.
Here is a summary of how to use the jobs module.
Search for a customer in the CRM, right-click, and select Create > Job Sheet.
A job sheet includes different sections:
- Job details
- Rates
- Description
- Notes
- Equipment
- Engineers
- Activity
- User fields
- Action lists
- Signatures
- Communication history
To work on the linked documents, go to the ‘Activity’ tab, where you can access various parts including invoices, purchases, projects, quotes, sales orders, job sheets and service incidents.
To know more, please watch our overview video.
