Job Management Creating a New Job Creating a New Job from a Prospect
Creating a New Job from a Prospect (continued)
Install Charges Setup
17. The Installs form is used to create a list of Items that will be invoiced to the customer. Users may also enter the total estimated labor units for the Job on any of the Install Lines. As labor timesheets are entered for a Job, those labor units will be displayed in the header area of the Job record.
When a Job is created from a Prospect, the Install lines will automatically fill in from the non-recurring Sales Items set up on the Opportunity record. These Install lines may be modified or changed by the User if necessary. Additional Install Charge lines may be added.
Once saved, Install Charges will display in the Sales Summary form.
Once an invoice has been created for the Job, Install charge lines may not be modified; any changes to Install charges will require creating a Change Order.
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