Adding Vendor Services to a Job
When you add a service to a Job, the form allows you to connect it to a vendor and, if needed, a specific contact at that vendor. The Vendor and optional Vendor Contact fields appear at the top, followed by the Vendor Service search.
If you choose a Vendor, the list of services will narrow to only that vendor’s offerings, and the contact list will display only contacts linked to that vendor.
If no vendor is selected, the contact field remains disabled, and the service search will show all services of that type.
Selecting a service will automatically fill in details such as description, cost, and price.
This setup makes it easier to assign the right vendor and ensures details are captured accurately.
Updating Service and Special Order Statuses
Once you have added service(s) and special order(s) to the job, you can manage its progress by changing its statuses within the Job.
1. Click the dropdown icon next to a special order line item and select Mark as Ready.
2. To update a service, click the dropdown next to the service line item and choose Mark as Closed.
3. Once all services are Closed and all special order parts are Ready, the system will prompt you to mark the Job as Ready. Leave the checkbox selected if you’d like to notify the customer by email, text (SMS), or both.
4. Confirm by clicking on the Mark as Ready button.
5. You will see that the Is Ready checkbox is selected.
6. If you have some services that are not yet completed, you can reopen them. You can do it by clicking the dropdown next to it and selecting Mark as Open.
7. After reopening any service, the Job status will change back to Open.
8. Please note that after closing your Job, any incomplete Special orders or Services will automatically be marked as Is Ready or Closed.
Finalizing a Job
Once your Job is ready and picked up, you can finalize it using the POS system. Follow the steps below:
1. From the Job page, click the Add to POS button.
2. Since the order has already been partially paid (first deposit), you can now add the final payment and finalize the order without closing it. When the item is ready for pickup, check the Fulfilled box.
3. Set a pick up date by clicking on the Fulfilment Date field and selecting the appropriate day (It will be set to the current date by default).
4. To complete the payment, click Add in the Payments of the POS.
5. Select the payment Type, and then click Add Payment.
6. Click Finish to finalize the Job.
