Key: A / DM / M
This page displays Job Sheets, Quotes and Invoices for jobs based on the week they are booked, new jobs in the system automatically show here. The default week is Monday to Sunday, if you would like to alter this please contact email@example.com.
|Red||Invoice or Quote have NOT been sent to the Client.|
|Green||Invoice or Quote has been sent to the Clients.|
|Grey||This means the Quote has been approved by the Client.|
|Red||No Shifts have been confirmed.|
|Blue||Some or All Shifts confirmed.|
|Green||Some shifts are locked but there are still unlocked shifts in the job.|
|Grey||All shifts have been locked.|
|Blue Background Highlight||The Job sheet is admin locked.|
|Yellow Background Highlight||The shifts within the job sheet have been highlighted.|
|Client Name Orange Shading||The job is booked via the client portal.|
In the columns, you can see the following: Clients: The name of the client for whom the job is booked for Business: The job relates to the business within your system Job Sheet: Click the square you are wanting to open and it will take you to the related job sheet to view or edit, for more information please read guide 7.1 Jobs Sheets Job No: CrewCard automatically creates a 3 digit Job No. If you wish to be able to overdrive the Job No this can be done in the admin settings, please read guide 10.1.6 Ops Home Configuration. If turned on, click the field and start typing a new Job No. Description: Click the field and start typing the description of the job, this can be entered at the time the job is created or can be edited here Invoice: Click the square you are wanting to open and it will take you to view and update the invoice for the job, see guide 12.2.6 Updating Invoices for more information about this page Quote: Before sending a quote, please read 10.2.13 Quote Template Settings to set up a customised quote experience on CrewCard. Tag: All Tags created and selected in Job Sheets are displayed in this column. (See “Tags” under the 7.1 Job Sheet Page for more info). Click the square with the quote number you are wishing to open, this will open the quote. Please see the quote example below.
- Only ‘Locked’ shifts will be included in the summary email.
- Accounts Email in the Client Profile. Client Profile>> Accounts>> Contact Type “ Accounts” >> Email address who has the contact type “ accounts” will be able to receive the email.
The Calendar page is a useful tool in the CrewCard. All jobs are plotted in a calendar interface where you can view important details of a job in one glance. To learn about the Calendar, please see guide 4.4.
Working on the Events page is a different way of entering jobs, paying staff and charging clients. The layout of the page shows an overview of all jobs in colour coordination based by the day. Please view guide 4.7 to learn more.