A more powerful, intuitive & dynamic job card for your Online Dashboard. It’s flexible, with expanding fields & side-by-side browsing of your Diary, Photos & Attachments. It’s easier to see where a job is up to, and what needs to happen next. And it’s faster than ever to make and save changes.
No more deciding between ‘Save’ & ‘Close’ every time you leave a job card! Make a change, and it’s auto-saved.
Make a change you don’t want to keep? Just click ‘Undo’. Realise you wanted it after all? Click ‘Redo’.
Looking for a specific job? Just click to open another job card, and it will auto-close the previous one.
When you open a Client Card from a job, you can now view each job in the 'Jobs' history tab.
You can now instantly see a job’s Status from the card’s border colour.
The Job Description field automatically expands as you add more information, and the Details pane scrolls up and down.
If you need more room to work with your Job Description, you can now minimise the Diary pane for a clear & focused view.
Upcoming bookings on a job have a dedicated space, so you can always find future bookings, fast.
The Quote & Invoice descriptions, plus your list of Items/Services, now expand as you add to them, and the whole page scrolls.
It’s easier than ever to add & remove items in a Quote/Invoice, with a single click to add or remove a line item.
Search items, add them to your Quote/Invoice, edit fields, then add another item — just use the Tab key!
See the job’s value, any payments made, and the balance due, all in one place.
Gauge where the job is up to & what needs to happen next, then action it with a single click, to keep jobs moving forward.
Select other job actions via the dropdown. Switch to a specific Quote/Invoice template, set a Deposit, change the Invoice Date & more.
Want to see the job’s history when building the invoice? You can now browse your Diary, Attachments, Photos & Videos, side-by-side in the Billing tab.
It’s now possible to Approve a job’s invoice & payment details to your accounting app, from the Dispatch Board!
See new notes, photos, items and changes from other staff members update in real time, even when you have the job open!
