Operations

RFQs

Learn how to perform basic operations on RFQs

Written by Joanitta Ndawula
Updated over a week ago

Creating a quotation from an RFQ

Learn how to create a quotation from an existing RFQ

Written by Joanitta Ndawula
Updated over a week ago

Quotations

Learn how to perform basic operations on Quotations

Written by Joanitta Ndawula
Updated over a week ago

Tasks

Learn how to perform basic operations on Tasks

Written by Joanitta Ndawula
Updated over a week ago

Create a task from an inquiry

Learn how to create a task from an inquiry

Written by Joanitta Ndawula
Updated over a week ago

Create an invoice from a job

Learn how to create an invoice from a job

Written by Joanitta Ndawula
Updated over a week ago

Create an expense from a job

Learn how to create an expense from a job

Written by Joanitta Ndawula
Updated over a week ago

Generate site inspection report

Learn how to generate a site inspection report from a job

Written by Joanitta Ndawula
Updated over a week ago

Cancel a job

Learn how to cancel a job

Written by Joanitta Ndawula
Updated over a week ago

Approve a job

Learn how to approve a job

Written by Joanitta Ndawula
Updated over a week ago

Jobs

Learn how to perform basic operations on Jobs

Written by Joanitta Ndawula
Updated over a week ago

Generate a job card

Learn how to generate a job card

Written by Joanitta Ndawula
Updated over a week ago

Submit a job

Learn how to submit a job for review

Written by Joanitta Ndawula
Updated over a week ago

Projects

Learn how to perform basic operations on Projects

Written by Joanitta Ndawula
Updated over a week ago

Add a claim to a project

Learn how to add a claim to a project

Written by Joanitta Ndawula
Updated over a week ago

Generate a BOQ for a project

Learn how to generate a BOQ for a project

Written by Joanitta Ndawula
Updated over a week ago