Kosztorysy i zlecenia

Tworzenie kosztorysów, akceptacja klienta, zlecenia naprawy i statusy przepływu pracy.

• The order workflowThe six statuses an order passes through, what each one changes behind the scenes, the workflow board and list views, and how finished jobs get filed.
• Estimates and authorizationHow an estimate becomes an authorized repair order — the workflow statuses, what the customer signs, recording an approval yourself, and what happens when you edit after approval.